Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,356 | $129,959-82.0% | $104,301-77.6% | $134,509-82.6% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -22.41% | 42.04%-64.5pp | 24.61%-47.0pp | 418.13%-440.5pp |
| Employer contribution / active EE | $1,270 | $4,185-69.7% | $3,373-62.3% | $4,741-73.2% |
| Participant deferral / active EE | $5,851 | $5,589+4.7% | $4,626+26.5% | $6,400-8.6% |
| Admin fee / account holder | $108 | $9,325-98.8% | $7,340-98.5% | $11,427-99.1% |