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 | $22,738 | $77,638-70.7% | $156,551-85.5% | $62,881-63.8% |
| Participation rate | 39.4% | 71.2%-31.8pp | 84.0%-44.7pp | 69.3%-29.9pp |
| Annual return | 0.09% | 50.33%-50.2pp | 32.23%-32.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $392 | $3,444-88.6% | $5,501-92.9% | $2,281-82.8% |
| Participant deferral / active EE | $1,118 | $3,046-63.3% | $4,871-77.0% | $3,203-65.1% |
| Admin fee / account holder | $278 | $5,561-95.0% | $13,028-97.9% | $4,296-93.5% |