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 | $6,405 | $59,834-89.3% | $79,576-92.0% | $68,495-90.6% |
| Participation rate | 44.7% | 61.1%-16.3pp | 69.5%-24.7pp | 67.9%-23.2pp |
| Annual return | -80.12% | -12.30%-67.8pp | 0.15%-80.3pp | -7.84%-72.3pp |
| Employer contribution / active EE | $580 | $1,505-61.5% | $2,413-76.0% | $2,596-77.7% |
| Participant deferral / active EE | $2,731 | $3,024-9.7% | $3,985-31.5% | $4,028-32.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,834-100.0% | $5,403-100.0% |