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 | $10,734 | $75,832-85.8% | $147,617-92.7% | $59,633-82.0% |
| Participation rate | 55.7% | 71.6%-15.9pp | 84.6%-28.9pp | 68.7%-13.0pp |
| Annual return | -3.55% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $885 | $3,485-74.6% | $5,564-84.1% | $2,203-59.8% |
| Participant deferral / active EE | $2,050 | $3,131-34.5% | $4,895-58.1% | $3,192-35.8% |
| Admin fee / account holder | $43 | $5,986-99.3% | $11,612-99.6% | $4,297-99.0% |