Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,615 | $138,078-90.1% | $125,363-89.1% | $134,509-89.9% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -24.59% | 750.49%-775.1pp | 572.15%-596.7pp | 418.13%-442.7pp |
| Employer contribution / active EE | $1,447 | $5,245-72.4% | $4,815-69.9% | $4,741-69.5% |
| Participant deferral / active EE | $3,865 | $7,800-50.4% | $7,447-48.1% | $6,400-39.6% |
| Admin fee / account holder | $143 | $11,566-98.8% | $10,005-98.6% | $11,427-98.7% |