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 | $3,894 | $152,597-97.4% | $117,533-96.7% | $134,532-97.1% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -26.15% | 53.04%-79.2pp | 29.77%-55.9pp | 418.27%-444.4pp |
| Employer contribution / active EE | $851 | $5,576-84.7% | $4,179-79.6% | $4,741-82.0% |
| Participant deferral / active EE | $1,645 | $4,821-65.9% | $4,072-59.6% | $6,401-74.3% |
| Admin fee / account holder | $243 | $7,007-96.5% | $5,647-95.7% | $11,429-97.9% |