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 | $17,656 | $69,541-74.6% | $59,899-70.5% | $135,380-87.0% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.7%-30.3pp | 82.6%-38.2pp |
| Annual return | -10.69% | 7.95%-18.6pp | 3.46%-14.1pp | 519.81%-530.5pp |
| Employer contribution / active EE | $2,449 | $3,236-24.3% | $2,723-10.1% | $4,779-48.8% |
| Participant deferral / active EE | $3,843 | $4,206-8.6% | $3,402+13.0% | $5,609-31.5% |
| Admin fee / account holder | $73 | $5,737-98.7% | $3,592-98.0% | $10,828-99.3% |