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 | $31,675 | $61,660-48.6% | $80,022-60.4% | $64,173-50.6% |
| Participation rate | 22.2% | 71.7%-49.5pp | 75.8%-53.6pp | 69.6%-47.3pp |
| Annual return | -8.40% | -0.33%-8.1pp | 11.22%-19.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $659 | $1,810-63.6% | $2,468-73.3% | $2,381-72.3% |
| Participant deferral / active EE | $1,745 | $2,968-41.2% | $3,686-52.7% | $3,470-49.7% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |