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 | $20,291 | $167,522-87.9% | $151,639-86.6% | $134,532-84.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -30.04% | 7.81%-37.9pp | 3.34%-33.4pp | 418.27%-448.3pp |
| Employer contribution / active EE | $2,275 | $6,828-66.7% | $6,165-63.1% | $4,741-52.0% |
| Participant deferral / active EE | $5,583 | $8,986-37.9% | $8,363-33.2% | $6,401-12.8% |
| Admin fee / account holder | $67 | $13,780-99.5% | $11,613-99.4% | $11,429-99.4% |