Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,027 | $73,863-93.2% | $143,797-96.5% | $68,490-92.7% |
| Participation rate | 28.1% | 66.7%-38.5pp | 80.3%-52.2pp | 67.9%-39.8pp |
| Annual return | -57.30% | 0.91%-58.2pp | -0.04%-57.3pp | -7.85%-49.4pp |
| Employer contribution / active EE | $668 | $3,185-79.0% | $4,952-86.5% | $2,597-74.3% |
| Participant deferral / active EE | $1,062 | $3,385-68.6% | $5,638-81.2% | $4,028-73.6% |
| Admin fee / account holder | $18 | $5,756-99.7% | $14,679-99.9% | $5,403-99.7% |