Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,127 | $81,476-91.3% | $102,383-93.0% | $80,925-91.2% |
| Participation rate | 55.3% | 66.8%-11.5pp | 74.5%-19.2pp | 67.7%-12.3pp |
| Annual return | 6.90% | 25.59%-18.7pp | 24.94%-18.0pp | 35.65%-28.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,932 | $3,871-50.1% | $5,060-61.8% | $4,299-55.1% |
| Admin fee / account holder | $157 | $6,717-97.7% | $8,391-98.1% | $6,940-97.7% |