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 | $41,851 | $72,404-42.2% | $110,243-62.0% | $64,173-34.8% |
| Participation rate | 20.0% | 73.3%-53.3pp | 79.8%-59.8pp | 69.6%-49.6pp |
| Annual return | -9.31% | -6.29%-3.0pp | 314.76%-324.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $586 | $2,282-74.3% | $3,827-84.7% | $2,381-75.4% |
| Participant deferral / active EE | $2,366 | $3,469-31.8% | $4,672-49.4% | $3,470-31.8% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |