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 | $12,682 | $90,607-86.0% | $79,467-84.0% | $135,380-90.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -33.18% | 977.74%-1010.9pp | 718.30%-751.5pp | 519.81%-553.0pp |
| Employer contribution / active EE | $1,006 | $3,068-67.2% | $2,800-64.1% | $4,779-79.0% |
| Participant deferral / active EE | $4,286 | $4,050+5.8% | $3,704+15.7% | $5,609-23.6% |
| Admin fee / account holder | $68 | $5,895-98.8% | $5,104-98.7% | $10,828-99.4% |