Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,699 | $152,597-95.0% | $117,533-93.4% | $134,532-94.3% |
| Participation rate | 12.5% | 77.1%-64.6pp | 70.6%-58.1pp | 81.2%-68.7pp |
| Annual return | -43.06% | 53.04%-96.1pp | 29.77%-72.8pp | 418.27%-461.3pp |
| Employer contribution / active EE | $427 | $5,576-92.3% | $4,179-89.8% | $4,741-91.0% |
| Participant deferral / active EE | $451 | $4,821-90.6% | $4,072-88.9% | $6,401-93.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |