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 | $16,824 | $65,704-74.4% | $94,229-82.1% | $59,633-71.8% |
| Participation rate | 67.2% | 72.1%-4.9pp | 78.8%-11.5pp | 68.7%-1.4pp |
| Annual return | -3.16% | 5.22%-8.4pp | 10.68%-13.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,403 | $2,021-30.5% | $3,587-60.9% | $2,203-36.3% |
| Participant deferral / active EE | $3,030 | $3,143-3.6% | $4,320-29.9% | $3,192-5.1% |
| Admin fee / account holder | $53 | $4,265-98.8% | $6,269-99.2% | $4,297-98.8% |