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 | $5,904 | $64,311-90.8% | $57,356-89.7% | $125,389-95.3% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -10.62% | 25.14%-35.8pp | 24.41%-35.0pp | 282.24%-292.9pp |
| Employer contribution / active EE | $1,014 | $3,193-68.3% | $2,689-62.3% | $4,866-79.2% |
| Participant deferral / active EE | $2,027 | $3,846-47.3% | $3,162-35.9% | $5,352-62.1% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |