Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,900 | $42,914-51.3% | $60,888-65.7% | $68,498-69.5% |
| Participation rate | 24.0% | 66.8%-42.8pp | 73.1%-49.1pp | 67.9%-43.9pp |
| Annual return | -20.67% | -13.99%-6.7pp | 16.91%-37.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,035 | $2,868+5.8% | $3,817-20.5% | $4,027-24.7% |
| Admin fee / account holder | $85 | $3,102-97.3% | $3,225-97.4% | $5,403-98.4% |