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 | $13,231 | $142,392-90.7% | $119,622-88.9% | $134,532-90.2% |
| Participation rate | 38.5% | 82.8%-44.4pp | 79.3%-40.8pp | 81.2%-42.8pp |
| Annual return | -45.59% | -12.46%-33.1pp | -14.98%-30.6pp | 418.27%-463.9pp |
| Employer contribution / active EE | $1,087 | $5,224-79.2% | $4,232-74.3% | $4,741-77.1% |
| Participant deferral / active EE | $3,779 | $6,467-41.6% | $5,601-32.5% | $6,401-41.0% |
| Admin fee / account holder | $239 | $13,593-98.2% | $10,328-97.7% | $11,429-97.9% |