Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,504 | $46,697-83.9% | $117,529-93.6% | $68,490-89.0% |
| Participation rate | 53.8% | 56.8%-2.9pp | 70.6%-16.8pp | 67.9%-14.1pp |
| Annual return | -20.30% | -14.52%-5.8pp | 29.77%-50.1pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,084 | $1,506-28.0% | $4,179-74.1% | $2,597-58.2% |
| Participant deferral / active EE | $1,493 | $2,637-43.4% | $4,072-63.3% | $4,028-62.9% |
| Admin fee / account holder | $208 | $4,023-94.8% | $5,645-96.3% | $5,403-96.1% |