Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,764 | $75,832-77.9% | $147,617-88.6% | $59,633-71.9% |
| Participation rate | 43.8% | 71.6%-27.8pp | 84.6%-40.9pp | 68.7%-24.9pp |
| Annual return | -6.81% | 0.37%-7.2pp | 61.98%-68.8pp | 2041.45%-2048.3pp |
| Employer contribution / active EE | $779 | $3,485-77.6% | $5,564-86.0% | $2,203-64.6% |
| Participant deferral / active EE | $1,430 | $3,131-54.3% | $4,895-70.8% | $3,192-55.2% |
| Admin fee / account holder | $11 | $5,986-99.8% | $11,612-99.9% | $4,297-99.8% |