Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,845 | $142,392-87.5% | $119,622-85.1% | $134,532-86.7% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -23.07% | -12.46%-10.6pp | -14.98%-8.1pp | 418.27%-441.3pp |
| Employer contribution / active EE | $3,381 | $5,224-35.3% | $4,232-20.1% | $4,741-28.7% |
| Participant deferral / active EE | $3,381 | $6,467-47.7% | $5,601-39.6% | $6,401-47.2% |
| Admin fee / account holder | $59 | $13,593-99.6% | $10,328-99.4% | $11,429-99.5% |