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 | $49,549 | $84,464-41.3% | $61,399-19.3% | $134,509-63.2% |
| Participation rate | 14.3% | 62.2%-47.9pp | 52.6%-38.3pp | 81.2%-66.9pp |
| Annual return | -24.81% | 585.06%-609.9pp | 338.81%-363.6pp | 418.13%-442.9pp |
| Employer contribution / active EE | $984 | $1,545-36.3% | $1,159-15.1% | $4,741-79.2% |
| Participant deferral / active EE | $2,929 | $2,818+3.9% | $2,124+37.9% | $6,400-54.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |