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 | $8,964 | $49,249-81.8% | $70,476-87.3% | $79,852-88.8% |
| Participation rate | 53.3% | 69.2%-15.8pp | 75.1%-21.7pp | 69.6%-16.3pp |
| Annual return | 5.63% | 30.09%-24.5pp | 109.12%-103.5pp | 31.72%-26.1pp |
| Employer contribution / active EE | $587 | $2,100-72.1% | $2,738-78.6% | $2,471-76.3% |
| Participant deferral / active EE | $1,163 | $2,769-58.0% | $3,710-68.7% | $3,740-68.9% |
| Admin fee / account holder | $59 | $2,878-97.9% | $3,847-98.5% | $5,306-98.9% |