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 | $7,007 | $40,275-82.6% | $57,356-87.8% | $59,633-88.2% |
| Participation rate | 37.1% | 69.1%-32.0pp | 75.1%-38.0pp | 68.7%-31.6pp |
| Annual return | -5.20% | 27.52%-32.7pp | 24.41%-29.6pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $352 | $1,921-81.7% | $2,689-86.9% | $2,203-84.0% |
| Participant deferral / active EE | $1,700 | $2,400-29.2% | $3,162-46.2% | $3,192-46.7% |
| Admin fee / account holder | $159 | $2,820-94.4% | $3,357-95.3% | $4,297-96.3% |