Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,289 | $138,075-85.3% | $123,552-83.6% | $135,379-85.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -13.97% | 153.70%-167.7pp | 119.20%-133.2pp | 519.79%-533.8pp |
| Employer contribution / active EE | $1,893 | $5,152-63.3% | $4,628-59.1% | $4,779-60.4% |
| Participant deferral / active EE | $3,826 | $6,800-43.7% | $6,426-40.5% | $5,609-31.8% |
| Admin fee / account holder | $55 | $10,917-99.5% | $9,285-99.4% | $10,828-99.5% |