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 | $78,563 | $97,881-19.7% | $80,004-1.8% | $125,389-37.3% |
| Participation rate | 46.7% | 77.9%-31.2pp | 73.0%-26.3pp | 83.2%-36.5pp |
| Annual return | -13.80% | 9.36%-23.2pp | 7.63%-21.4pp | 282.24%-296.0pp |
| Employer contribution / active EE | $1,041 | $3,128-66.7% | $2,473-57.9% | $4,866-78.6% |
| Participant deferral / active EE | $1,487 | $3,744-60.3% | $3,204-53.6% | $5,352-72.2% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |