Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,450 | $152,542-84.0% | $117,498-79.2% | $134,509-81.8% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -23.55% | 53.02%-76.6pp | 29.75%-53.3pp | 418.13%-441.7pp |
| Employer contribution / active EE | $2,153 | $5,574-61.4% | $4,178-48.5% | $4,741-54.6% |
| Participant deferral / active EE | $2,510 | $4,819-47.9% | $4,071-38.3% | $6,400-60.8% |
| Admin fee / account holder | $84 | $7,006-98.8% | $5,646-98.5% | $11,427-99.3% |