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 | $62,528 | $81,870-23.6% | $119,622-47.7% | $68,486-8.7% |
| Participation rate | 66.1% | 71.9%-5.8pp | 79.3%-13.1pp | 67.9%-1.8pp |
| Annual return | -18.97% | -23.82%+4.8pp | -14.98%-4.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,410 | $2,692-10.5% | $4,232-43.1% | $2,597-7.2% |
| Participant deferral / active EE | $3,468 | $4,148-16.4% | $5,601-38.1% | $4,028-13.9% |
| Admin fee / account holder | $7 | $6,583-99.9% | $10,328-99.9% | $5,404-99.9% |