Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,890 | $45,050-75.8% | $63,018-82.7% | $70,126-84.5% |
| Participation rate | 65.0% | 69.5%-4.5pp | 74.8%-9.8pp | 69.5%-4.5pp |
| Annual return | 8.94% | 18.76%-9.8pp | 87.62%-78.7pp | 73.15%-64.2pp |
| Employer contribution / active EE | $409 | $2,052-80.1% | $2,761-85.2% | $2,343-82.6% |
| Participant deferral / active EE | $801 | $2,466-67.5% | $3,330-75.9% | $3,332-75.9% |
| Admin fee / account holder | $101 | $2,834-96.5% | $3,601-97.2% | $4,645-97.8% |