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 | $44,057 | $92,219-52.2% | $76,768-42.6% | $135,379-67.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -9.97% | 5.46%-15.4pp | 2.43%-12.4pp | 519.79%-529.8pp |
| Employer contribution / active EE | $3,149 | $3,216-2.1% | $2,485+26.7% | $4,779-34.1% |
| Participant deferral / active EE | $8,304 | $4,508+84.2% | $3,852+115.6% | $5,609+48.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |