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 | $11,590 | $92,743-87.5% | $82,744-86.0% | $134,532-91.4% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -38.07% | 946.63%-984.7pp | 702.22%-740.3pp | 418.27%-456.3pp |
| Employer contribution / active EE | $1,743 | $3,273-46.7% | $3,008-42.1% | $4,741-63.2% |
| Participant deferral / active EE | $3,658 | $4,802-23.8% | $4,395-16.8% | $6,401-42.9% |
| Admin fee / account holder | $201 | $5,977-96.6% | $5,325-96.2% | $11,429-98.2% |