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 | $14,589 | $157,296-90.7% | $141,191-89.7% | $152,897-90.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 3.05% | 64.34%-61.3pp | 71.41%-68.4pp | 345.43%-342.4pp |
| Employer contribution / active EE | $2,338 | $5,262-55.6% | $4,736-50.6% | $4,764-50.9% |
| Participant deferral / active EE | $6,667 | $7,111-6.2% | $6,710-0.6% | $5,851+13.9% |
| Admin fee / account holder | $2 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |