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 | $66,063 | $160,059-58.7% | $140,019-52.8% | $135,380-51.2% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -14.41% | 911.48%-925.9pp | 651.17%-665.6pp | 519.81%-534.2pp |
| Employer contribution / active EE | $3,104 | $6,420-51.6% | $5,605-44.6% | $4,779-35.0% |
| Participant deferral / active EE | $9,611 | $7,641+25.8% | $6,927+38.7% | $5,609+71.3% |
| Admin fee / account holder | $185 | $13,328-98.6% | $10,705-98.3% | $10,828-98.3% |