Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,288 | $138,072-86.0% | $123,549-84.4% | $135,382-85.8% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -19.87% | 153.69%-173.6pp | 119.20%-139.1pp | 519.77%-539.6pp |
| Employer contribution / active EE | $1,368 | $5,152-73.4% | $4,628-70.4% | $4,779-71.4% |
| Participant deferral / active EE | $6,227 | $6,799-8.4% | $6,426-3.1% | $5,609+11.0% |
| Admin fee / account holder | $51 | $10,917-99.5% | $9,284-99.4% | $10,829-99.5% |