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 | $114,526 | $97,729+17.2% | $83,830+36.6% | $135,379-15.4% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -11.09% | 1287.52%-1298.6pp | 850.97%-862.1pp | 519.79%-530.9pp |
| Employer contribution / active EE | $1,539 | $4,222-63.5% | $3,631-57.6% | $4,779-67.8% |
| Participant deferral / active EE | $4,310 | $4,683-8.0% | $4,082+5.6% | $5,609-23.2% |
| Admin fee / account holder | $172 | $6,674-97.4% | $5,479-96.9% | $10,828-98.4% |