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 | $924 | $29,716-96.9% | $56,077-98.4% | $80,925-98.9% |
| Participation rate | 47.2% | 41.7%+5.5pp | 52.5%-5.3pp | 67.7%-20.5pp |
| Annual return | 6.80% | 35.30%-28.5pp | 1709.28%-1702.5pp | 35.65%-28.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $306 | $1,228-75.1% | $1,954-84.3% | $4,299-92.9% |
| Admin fee / account holder | $258 | $2,432-89.4% | $2,825-90.9% | $6,940-96.3% |