Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,989 | $135,645-88.2% | $110,243-85.5% | $135,380-88.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -46.52% | 513.24%-559.8pp | 314.76%-361.3pp | 519.81%-566.3pp |
| Employer contribution / active EE | $4,845 | $4,907-1.3% | $3,827+26.6% | $4,779+1.4% |
| Participant deferral / active EE | $4,845 | $5,507-12.0% | $4,672+3.7% | $5,609-13.6% |
| Admin fee / account holder | $44 | $11,458-99.6% | $8,548-99.5% | $10,828-99.6% |