Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,490 | $135,645-86.4% | $110,243-83.2% | $135,379-86.3% |
| Participation rate | 64.7% | 83.5%-18.8pp | 79.8%-15.1pp | 82.6%-17.9pp |
| Annual return | -10.08% | 513.24%-523.3pp | 314.76%-324.8pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,022 | $4,907-79.2% | $3,827-73.3% | $4,779-78.6% |
| Participant deferral / active EE | $3,844 | $5,507-30.2% | $4,672-17.7% | $5,609-31.5% |
| Admin fee / account holder | $168 | $11,458-98.5% | $8,548-98.0% | $10,828-98.4% |