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 | $4,843 | $65,083-92.6% | $143,788-96.6% | $66,930-92.8% |
| Participation rate | 63.2% | 65.2%-2.0pp | 80.3%-17.1pp | 69.8%-6.6pp |
| Annual return | -21.13% | -11.13%-10.0pp | -0.03%-21.1pp | 1.57%-22.7pp |
| Employer contribution / active EE | $451 | $2,361-80.9% | $4,952-90.9% | $2,545-82.3% |
| Participant deferral / active EE | $1,301 | $2,920-55.5% | $5,638-76.9% | $4,238-69.3% |
| Admin fee / account holder | $135 | $502-73.0% | $14,675-99.1% | $593-77.2% |