Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,492 | $62,583-70.5% | $76,767-75.9% | $64,173-71.2% |
| Participation rate | 39.3% | 72.8%-33.5pp | 77.0%-37.7pp | 69.6%-30.3pp |
| Annual return | -13.08% | -1.95%-11.1pp | 2.43%-15.5pp | 7.63%-20.7pp |
| Employer contribution / active EE | $1,180 | $1,832-35.6% | $2,485-52.5% | $2,381-50.4% |
| Participant deferral / active EE | $2,726 | $3,145-13.3% | $3,852-29.2% | $3,470-21.4% |
| Admin fee / account holder | $72 | $4,667-98.5% | $6,675-98.9% | $4,887-98.5% |