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 | $6,243 | $59,819-89.6% | $79,583-92.2% | $68,490-90.9% |
| Participation rate | 62.9% | 61.1%+1.8pp | 69.5%-6.6pp | 67.9%-5.0pp |
| Annual return | -29.46% | -12.30%-17.2pp | 0.16%-29.6pp | -7.85%-21.6pp |
| Employer contribution / active EE | $1,163 | $1,505-22.8% | $2,414-51.8% | $2,597-55.2% |
| Participant deferral / active EE | $2,050 | $3,025-32.2% | $3,986-48.6% | $4,028-49.1% |
| Admin fee / account holder | $246 | $4,835-94.9% | $6,835-96.4% | $5,403-95.4% |