Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,846 | $95,915-83.5% | $79,580-80.1% | $134,532-88.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -21.06% | -2.71%-18.3pp | 0.15%-21.2pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,195 | $3,129-29.9% | $2,413-9.1% | $4,741-53.7% |
| Participant deferral / active EE | $3,518 | $4,693-25.0% | $3,985-11.7% | $6,401-45.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |