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 | $3,776 | $44,103-91.4% | $75,826-95.0% | $64,173-94.1% |
| Participation rate | 63.3% | 62.7%+0.6pp | 68.2%-4.9pp | 69.6%-6.2pp |
| Annual return | -111.24% | -4.72%-106.5pp | 1914.15%-2025.4pp | 7.63%-118.9pp |
| Employer contribution / active EE | $705 | $1,446-51.2% | $1,913-63.1% | $2,381-70.4% |
| Participant deferral / active EE | $2,088 | $2,204-5.3% | $2,862-27.0% | $3,470-39.8% |
| Admin fee / account holder | $7 | $3,506-99.8% | $4,726-99.9% | $4,887-99.9% |