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 | $18,357 | $57,352-68.0% | $83,831-78.1% | $64,173-71.4% |
| Participation rate | 63.8% | 68.6%-4.8pp | 76.1%-12.3pp | 69.6%-5.7pp |
| Annual return | -15.26% | 11.38%-26.6pp | 850.99%-866.2pp | 7.63%-22.9pp |
| Employer contribution / active EE | $2,774 | $2,546+9.0% | $3,631-23.6% | $2,381+16.5% |
| Participant deferral / active EE | $5,340 | $2,993+78.4% | $4,082+30.8% | $3,470+53.9% |
| Admin fee / account holder | $4 | $4,046-99.9% | $5,479-99.9% | $4,887-99.9% |