Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,634 | $97,732-73.8% | $83,831-69.4% | $135,380-81.1% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -12.79% | 1287.56%-1300.3pp | 850.99%-863.8pp | 519.81%-532.6pp |
| Employer contribution / active EE | $2,910 | $4,222-31.1% | $3,631-19.9% | $4,779-39.1% |
| Participant deferral / active EE | $8,618 | $4,683+84.0% | $4,082+111.1% | $5,609+53.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |