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 | $8,437 | $90,617-90.7% | $79,476-89.4% | $135,382-93.8% |
| Participation rate | 22.2% | 76.1%-53.8pp | 73.3%-51.1pp | 82.6%-60.4pp |
| Annual return | -19.99% | 977.57%-997.6pp | 718.21%-738.2pp | 519.77%-539.8pp |
| Employer contribution / active EE | $474 | $3,068-84.5% | $2,800-83.1% | $4,779-90.1% |
| Participant deferral / active EE | $1,134 | $4,050-72.0% | $3,704-69.4% | $5,609-79.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |