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 | $4,212 | $49,280-91.5% | $67,313-93.7% | $64,173-93.4% |
| Participation rate | 56.0% | 60.8%-4.8pp | 69.1%-13.1pp | 69.6%-13.6pp |
| Annual return | -44.23% | -1.39%-42.8pp | -4.08%-40.1pp | 7.63%-51.9pp |
| Employer contribution / active EE | $1,083 | $1,668-35.1% | $2,566-57.8% | $2,381-54.5% |
| Participant deferral / active EE | $1,192 | $2,484-52.0% | $3,568-66.6% | $3,470-65.6% |
| Admin fee / account holder | $96 | $3,863-97.5% | $4,507-97.9% | $4,887-98.0% |