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 | $10,668 | $72,404-85.3% | $110,243-90.3% | $64,173-83.4% |
| Participation rate | 59.0% | 73.3%-14.3pp | 79.8%-20.8pp | 69.6%-10.5pp |
| Annual return | -9.67% | -6.29%-3.4pp | 314.76%-324.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $667 | $2,282-70.8% | $3,827-82.6% | $2,381-72.0% |
| Participant deferral / active EE | $2,503 | $3,469-27.8% | $4,672-46.4% | $3,470-27.9% |
| Admin fee / account holder | $274 | $5,664-95.2% | $8,548-96.8% | $4,887-94.4% |