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 | $4,119 | $75,541-94.5% | $152,093-97.3% | $82,637-95.0% |
| Participation rate | 34.6% | 66.5%-31.9pp | 77.8%-43.2pp | 68.1%-33.4pp |
| Annual return | 9.29% | 32.56%-23.3pp | 66.36%-57.1pp | 53.51%-44.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,583 | $3,206-50.6% | $5,451-71.0% | $4,126-61.6% |
| Admin fee / account holder | $235 | $6,405-96.3% | $14,497-98.4% | $7,339-96.8% |