Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,819 | $75,962-88.4% | $154,111-94.3% | $64,173-86.3% |
| Participation rate | 56.0% | 70.4%-14.4pp | 83.0%-27.0pp | 69.6%-13.6pp |
| Annual return | -11.86% | 30.32%-42.2pp | 735.18%-747.0pp | 7.63%-19.5pp |
| Employer contribution / active EE | $1,118 | $3,350-66.6% | $5,298-78.9% | $2,381-53.1% |
| Participant deferral / active EE | $1,221 | $3,175-61.5% | $5,081-76.0% | $3,470-64.8% |
| Admin fee / account holder | $184 | $5,589-96.7% | $13,411-98.6% | $4,887-96.2% |