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 | $7,846 | $78,694-90.0% | $67,653-88.4% | $125,388-93.7% |
| Participation rate | 65.2% | 78.8%-13.6pp | 75.7%-10.4pp | 83.2%-18.0pp |
| Annual return | -3.59% | 9.46%-13.0pp | 6625.22%-6628.8pp | 282.24%-285.8pp |
| Employer contribution / active EE | $621 | $3,044-79.6% | $2,266-72.6% | $4,866-87.2% |
| Participant deferral / active EE | $1,841 | $4,292-57.1% | $3,560-48.3% | $5,352-65.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |