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 | $58,491 | $90,606-35.4% | $79,466-26.4% | $135,379-56.8% |
| Participation rate | 9.1% | 76.0%-67.0pp | 73.3%-64.3pp | 82.6%-73.6pp |
| Annual return | -11.12% | 977.69%-988.8pp | 718.28%-729.4pp | 519.79%-530.9pp |
| Employer contribution / active EE | $444 | $3,068-85.5% | $2,800-84.2% | $4,779-90.7% |
| Participant deferral / active EE | $1,391 | $4,050-65.7% | $3,704-62.4% | $5,609-75.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |