Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,422 | $158,852-97.8% | $121,220-97.2% | $135,380-97.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -29.68% | -0.64%-29.0pp | 16.94%-46.6pp | 519.81%-549.5pp |
| Employer contribution / active EE | $581 | $5,666-89.8% | $4,023-85.6% | $4,779-87.9% |
| Participant deferral / active EE | $712 | $4,006-82.2% | $3,345-78.7% | $5,609-87.3% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |