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 | $9,700 | $133,998-92.8% | $112,263-91.4% | $134,545-92.8% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -70.30% | 47.17%-117.5pp | 27.49%-97.8pp | 418.37%-488.7pp |
| Employer contribution / active EE | $2,036 | $4,040-49.6% | $3,636-44.0% | $4,742-57.1% |
| Participant deferral / active EE | $3,080 | $5,292-41.8% | $4,729-34.9% | $6,401-51.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |