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 | $89,836 | $76,785+17.0% | $56,441+59.2% | $145,959-38.5% |
| Participation rate | 30.8% | 63.2%-32.5pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | 4.80% | 3000.51%-2995.7pp | 1704.21%-1699.4pp | 561.95%-557.2pp |
| Employer contribution / active EE | $384 | $1,381-72.2% | $1,039-63.1% | $4,661-91.8% |
| Participant deferral / active EE | $712 | $2,624-72.8% | $1,953-63.5% | $6,689-89.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |