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 | $11,101 | $77,816-85.7% | $123,549-91.0% | $64,181-82.7% |
| Participation rate | 53.8% | 74.7%-20.9pp | 82.3%-28.4pp | 69.6%-15.7pp |
| Annual return | -21.15% | 12.49%-33.6pp | 119.20%-140.4pp | 7.63%-28.8pp |
| Employer contribution / active EE | $1,969 | $3,014-34.7% | $4,628-57.5% | $2,381-17.3% |
| Participant deferral / active EE | $3,582 | $5,240-31.6% | $6,426-44.3% | $3,470+3.2% |
| Admin fee / account holder | $30 | $5,519-99.5% | $9,284-99.7% | $4,887-99.4% |