Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,952 | $75,935-90.8% | $60,547-88.5% | $125,389-94.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 68.0%-18.0pp | 83.2%-33.2pp |
| Annual return | -3.75% | -5.38%+1.6pp | 335.64%-339.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,218 | $3,438-64.6% | $2,419-49.7% | $4,866-75.0% |
| Participant deferral / active EE | $1,354 | $4,506-70.0% | $3,328-59.3% | $5,352-74.7% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |