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 | $7,717 | $135,956-94.3% | $123,894-93.8% | $273,972-97.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | -33.21% | 56.63%-89.8pp | 47.52%-80.7pp | 41.46%-74.7pp |
| Employer contribution / active EE | $1,724 | $5,170-66.7% | $4,617-62.7% | $4,869-64.6% |
| Participant deferral / active EE | $2,105 | $6,343-66.8% | $5,984-64.8% | $5,287-60.2% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |