Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,205 | $95,917-93.5% | $79,583-92.2% | $134,545-95.4% |
| Participation rate | 30.8% | 75.0%-44.3pp | 69.5%-38.7pp | 81.2%-50.5pp |
| Annual return | -21.70% | -2.70%-19.0pp | 0.16%-21.9pp | 418.37%-440.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,288 | $4,694-72.6% | $3,986-67.7% | $6,401-79.9% |
| Admin fee / account holder | $21 | $9,132-99.8% | $6,835-99.7% | $11,431-99.8% |