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 | $17,703 | $99,032-82.1% | $80,022-77.9% | $135,380-86.9% |
| Participation rate | 33.3% | 78.4%-45.0pp | 75.8%-42.5pp | 82.6%-49.3pp |
| Annual return | -11.88% | 15.39%-27.3pp | 11.22%-23.1pp | 519.81%-531.7pp |
| Employer contribution / active EE | $757 | $3,043-75.1% | $2,468-69.3% | $4,779-84.2% |
| Participant deferral / active EE | $2,250 | $4,282-47.4% | $3,686-38.9% | $5,609-59.9% |
| Admin fee / account holder | $14 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |