Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,805 | $100,073-94.2% | $85,126-93.2% | $145,877-96.0% |
| Participation rate | 31.3% | 74.1%-42.9pp | 67.5%-36.3pp | 80.3%-49.1pp |
| Annual return | 7.58% | 84.11%-76.5pp | 66.63%-59.0pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,494 | $5,294-71.8% | $4,523-67.0% | $6,691-77.7% |
| Admin fee / account holder | $258 | $7,261-96.5% | $6,160-95.8% | $13,402-98.1% |