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 | $6,346 | $87,544-92.8% | $75,784-91.6% | $125,388-94.9% |
| Participation rate | 58.3% | 80.2%-21.8pp | 75.8%-17.5pp | 83.2%-24.9pp |
| Annual return | -21.60% | 13.49%-35.1pp | 9.68%-31.3pp | 282.24%-303.8pp |
| Employer contribution / active EE | $960 | $3,930-75.6% | $3,323-71.1% | $4,866-80.3% |
| Participant deferral / active EE | $2,417 | $4,229-42.8% | $3,652-33.8% | $5,352-54.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |