Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,266 | $110,083-79.8% | $151,639-85.3% | $68,486-67.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 87.5%-37.5pp | 67.9%-17.9pp |
| Annual return | -24.26% | -10.12%-14.1pp | 3.34%-27.6pp | -7.85%-16.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,960 | $6,526-8.7% | $8,363-28.7% | $4,028+48.0% |
| Admin fee / account holder | $86 | $7,718-98.9% | $11,613-99.3% | $5,404-98.4% |