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.
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 | $5,829 | $73,848-92.1% | $143,799-95.9% | $68,486-91.5% |
| Participation rate | 52.8% | 66.7%-13.9pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $585 | $3,184-81.6% | $4,952-88.2% | $2,597-77.5% |
| Participant deferral / active EE | $2,010 | $3,385-40.6% | $5,638-64.4% | $4,028-50.1% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |