Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,451 | $57,352-38.2% | $83,830-57.7% | $64,173-44.8% |
| Participation rate | 45.7% | 68.6%-22.9pp | 76.1%-30.4pp | 69.6%-23.9pp |
| Annual return | -9.19% | 11.38%-20.6pp | 850.97%-860.2pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,218 | $2,546-52.1% | $3,631-66.4% | $2,381-48.8% |
| Participant deferral / active EE | $1,420 | $2,993-52.6% | $4,082-65.2% | $3,470-59.1% |
| Admin fee / account holder | $94 | $4,046-97.7% | $5,479-98.3% | $4,887-98.1% |