Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,262 | $81,358-96.0% | $155,556-97.9% | $80,959-96.0% |
| Participation rate | 51.3% | 66.3%-15.0pp | 78.2%-26.9pp | 67.7%-16.4pp |
| Annual return | 6.77% | 33.39%-26.6pp | 64.84%-58.1pp | 35.67%-28.9pp |
| Employer contribution / active EE | $514 | $3,106-83.4% | $4,675-89.0% | $2,757-81.3% |
| Participant deferral / active EE | $1,030 | $3,455-70.2% | $5,631-81.7% | $4,300-76.0% |
| Admin fee / account holder | $159 | $7,994-98.0% | $15,885-99.0% | $6,925-97.7% |