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 | $32,611 | $138,075-76.4% | $123,552-73.6% | $135,379-75.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.04% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $1,375 | $5,152-73.3% | $4,628-70.3% | $4,779-71.2% |
| Participant deferral / active EE | $2,950 | $6,800-56.6% | $6,426-54.1% | $5,609-47.4% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |