Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,028 | $57,352-77.3% | $83,831-84.5% | $64,173-79.7% |
| Participation rate | 34.5% | 68.6%-34.1pp | 76.1%-41.7pp | 69.6%-35.1pp |
| Annual return | -16.68% | 11.38%-28.1pp | 850.99%-867.7pp | 7.63%-24.3pp |
| Employer contribution / active EE | $975 | $2,546-61.7% | $3,631-73.1% | $2,381-59.0% |
| Participant deferral / active EE | $1,781 | $2,993-40.5% | $4,082-56.4% | $3,470-48.7% |
| Admin fee / account holder | $34 | $4,046-99.2% | $5,479-99.4% | $4,887-99.3% |