Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,473 | $73,863-80.4% | $143,797-89.9% | $68,490-78.9% |
| Participation rate | 40.4% | 66.7%-26.3pp | 80.3%-39.9pp | 67.9%-27.5pp |
| Annual return | -23.99% | 0.91%-24.9pp | -0.04%-23.9pp | -7.85%-16.1pp |
| Employer contribution / active EE | $1,021 | $3,185-68.0% | $4,952-79.4% | $2,597-60.7% |
| Participant deferral / active EE | $2,300 | $3,385-32.0% | $5,638-59.2% | $4,028-42.9% |
| Admin fee / account holder | $169 | $5,756-97.1% | $14,679-98.9% | $5,403-96.9% |