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 | $7,369 | $75,959-90.3% | $154,114-95.2% | $64,181-88.5% |
| Participation rate | 27.2% | 70.4%-43.3pp | 83.0%-55.9pp | 69.6%-42.4pp |
| Annual return | -19.91% | 30.32%-50.2pp | 735.16%-755.1pp | 7.63%-27.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,685 | $3,175-46.9% | $5,081-66.8% | $3,470-51.4% |
| Admin fee / account holder | $204 | $5,589-96.3% | $13,411-98.5% | $4,887-95.8% |