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 | $12,853 | $49,177-73.9% | $79,467-83.8% | $64,173-80.0% |
| Participation rate | 44.8% | 65.0%-20.2pp | 73.3%-28.5pp | 69.6%-24.7pp |
| Annual return | -14.02% | -1.16%-12.9pp | 718.30%-732.3pp | 7.63%-21.6pp |
| Employer contribution / active EE | $292 | $2,076-85.9% | $2,800-89.6% | $2,381-87.7% |
| Participant deferral / active EE | $1,902 | $2,821-32.6% | $3,704-48.6% | $3,470-45.2% |
| Admin fee / account holder | $6 | $3,839-99.8% | $5,104-99.9% | $4,887-99.9% |