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 | $11,864 | $211,946-94.4% | $169,452-93.0% | $135,382-91.2% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -12.08% | 3.26%-15.3pp | 1.83%-13.9pp | 519.77%-531.9pp |
| Employer contribution / active EE | $758 | $5,117-85.2% | $4,157-81.8% | $4,779-84.1% |
| Participant deferral / active EE | $3,033 | $6,075-50.1% | $5,277-42.5% | $5,609-45.9% |
| Admin fee / account holder | $39 | $11,472-99.7% | $9,110-99.6% | $10,829-99.6% |