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 | $89,502 | $97,732-8.4% | $83,831+6.8% | $135,380-33.9% |
| Participation rate | 13.0% | 80.0%-66.9pp | 76.1%-63.1pp | 82.6%-69.6pp |
| Annual return | -11.51% | 1287.56%-1299.1pp | 850.99%-862.5pp | 519.81%-531.3pp |
| Employer contribution / active EE | $965 | $4,222-77.2% | $3,631-73.4% | $4,779-79.8% |
| Participant deferral / active EE | $1,686 | $4,683-64.0% | $4,082-58.7% | $5,609-69.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |