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 | $9,099 | $58,587-84.5% | $83,322-89.1% | $64,173-85.8% |
| Participation rate | 40.3% | 72.0%-31.7pp | 77.8%-37.5pp | 69.6%-29.3pp |
| Annual return | -425.60% | 9.65%-435.3pp | 10.64%-436.2pp | 7.63%-433.2pp |
| Employer contribution / active EE | $1,313 | $2,098-37.4% | $3,379-61.1% | $2,381-44.9% |
| Participant deferral / active EE | $2,755 | $4,654-40.8% | $5,565-50.5% | $3,470-20.6% |
| Admin fee / account holder | $0 | $9,279-100.0% | $7,540-100.0% | $4,887-100.0% |