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 | $6,020 | $95,188-93.7% | $76,518-92.1% | $135,380-95.6% |
| Participation rate | 36.4% | 74.4%-38.0pp | 68.0%-31.6pp | 82.6%-46.3pp |
| Annual return | -28.28% | 4.85%-33.1pp | -0.27%-28.0pp | 519.81%-548.1pp |
| Employer contribution / active EE | $439 | $3,303-86.7% | $2,647-83.4% | $4,779-90.8% |
| Participant deferral / active EE | $1,128 | $4,640-75.7% | $3,836-70.6% | $5,609-79.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |