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 | $16,683 | $72,177-76.9% | $115,038-85.5% | $59,633-72.0% |
| Participation rate | 52.9% | 72.6%-19.6pp | 81.4%-28.4pp | 68.7%-15.7pp |
| Annual return | -8.45% | 12.02%-20.5pp | 26.14%-34.6pp | 2041.45%-2049.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,721 | $4,783+40.5% | $6,026+11.5% | $3,192+110.6% |
| Admin fee / account holder | $21 | $4,927-99.6% | $8,175-99.7% | $4,297-99.5% |