Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,979 | $56,484-68.2% | $169,452-89.4% | $64,173-72.0% |
| Participation rate | 40.0% | 64.5%-24.5pp | 77.8%-37.8pp | 69.6%-29.6pp |
| Annual return | -8.49% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,021 | $1,832-44.3% | $4,157-75.5% | $2,381-57.1% |
| Participant deferral / active EE | $2,040 | $3,448-40.8% | $5,277-61.3% | $3,470-41.2% |
| Admin fee / account holder | $14 | $4,174-99.7% | $9,110-99.8% | $4,887-99.7% |