Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
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 | $5,748 | $96,956-94.1% | $69,779-91.8% | $273,972-97.9% |
| Participation rate | 25.0% | 77.1%-52.1pp | 71.8%-46.8pp | 83.0%-58.0pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $727 | $3,316-78.1% | $2,338-68.9% | $4,869-85.1% |
| Participant deferral / active EE | $1,614 | $3,744-56.9% | $2,931-44.9% | $5,287-69.5% |
| Admin fee / account holder | $153 | $7,934-98.1% | $4,381-96.5% | $10,133-98.5% |