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 | $25,032 | $140,592-82.2% | $123,105-79.7% | $125,389-80.0% |
| Participation rate | 55.6% | 88.2%-32.6pp | 86.8%-31.2pp | 83.2%-27.6pp |
| Annual return | -5.32% | 16.80%-22.1pp | 13.22%-18.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $1,513 | $6,041-74.9% | $5,151-70.6% | $4,866-68.9% |
| Participant deferral / active EE | $4,107 | $6,980-41.2% | $6,229-34.1% | $5,352-23.3% |
| Admin fee / account holder | $25 | $11,198-99.8% | $9,014-99.7% | $9,541-99.7% |