Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,587 | $97,729-88.1% | $83,830-86.2% | $135,379-91.4% |
| Participation rate | 36.4% | 80.0%-43.6pp | 76.1%-39.8pp | 82.6%-46.3pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,501 | $4,222-64.4% | $3,631-58.7% | $4,779-68.6% |
| Participant deferral / active EE | $2,867 | $4,683-38.8% | $4,082-29.8% | $5,609-48.9% |
| Admin fee / account holder | $7 | $6,674-99.9% | $5,479-99.9% | $10,828-99.9% |