Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,025 | $73,839-90.5% | $143,788-95.1% | $68,495-89.7% |
| Participation rate | 46.4% | 66.7%-20.2pp | 80.3%-33.9pp | 67.9%-21.5pp |
| Annual return | -21.14% | 1.01%-22.1pp | -0.03%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $950 | $3,184-70.2% | $4,952-80.8% | $2,596-63.4% |
| Participant deferral / active EE | $1,473 | $3,384-56.5% | $5,638-73.9% | $4,028-63.4% |
| Admin fee / account holder | $128 | $5,755-97.8% | $14,675-99.1% | $5,403-97.6% |