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 | $10,788 | $53,596-79.9% | $90,657-88.1% | $64,173-83.2% |
| Participation rate | 68.3% | 64.5%+3.8pp | 74.0%-5.7pp | 69.6%-1.3pp |
| Annual return | -11.87% | 4.41%-16.3pp | 1.89%-13.8pp | 7.63%-19.5pp |
| Employer contribution / active EE | $1,497 | $1,503-0.4% | $2,532-40.9% | $2,381-37.1% |
| Participant deferral / active EE | $2,498 | $2,459+1.6% | $3,424-27.1% | $3,470-28.0% |
| Admin fee / account holder | $184 | $3,868-95.2% | $4,994-96.3% | $4,887-96.2% |