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 | $19,085 | $167,352-88.6% | $143,788-86.7% | $134,509-85.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -26.05% | 0.47%-26.5pp | -0.03%-26.0pp | 418.13%-444.2pp |
| Employer contribution / active EE | $1,983 | $5,620-64.7% | $4,952-60.0% | $4,741-58.2% |
| Participant deferral / active EE | $4,956 | $6,447-23.1% | $5,638-12.1% | $6,400-22.6% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |