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 | $33,608 | $167,362-79.9% | $143,799-76.6% | $134,532-75.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.94% | 0.47%-21.4pp | -0.04%-20.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,544 | $5,620-72.5% | $4,952-68.8% | $4,741-67.4% |
| Participant deferral / active EE | $5,334 | $6,447-17.3% | $5,638-5.4% | $6,401-16.7% |
| Admin fee / account holder | $125 | $18,094-99.3% | $14,677-99.2% | $11,429-98.9% |