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 | $10,644 | $57,352-81.4% | $83,830-87.3% | $64,173-83.4% |
| Participation rate | 65.5% | 68.6%-3.1pp | 76.1%-10.6pp | 69.6%-4.1pp |
| Annual return | -15.12% | 11.38%-26.5pp | 850.97%-866.1pp | 7.63%-22.8pp |
| Employer contribution / active EE | $1,936 | $2,546-23.9% | $3,631-46.7% | $2,381-18.7% |
| Participant deferral / active EE | $2,397 | $2,993-19.9% | $4,082-41.3% | $3,470-30.9% |
| Admin fee / account holder | $215 | $4,046-94.7% | $5,479-96.1% | $4,887-95.6% |