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 | $18,277 | $211,946-91.4% | $169,452-89.2% | $135,380-86.5% |
| Participation rate | 9.5% | 82.6%-73.1pp | 77.8%-68.3pp | 82.6%-73.1pp |
| Annual return | -6.26% | 3.26%-9.5pp | 1.83%-8.1pp | 519.81%-526.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,131 | $6,075-81.4% | $5,277-78.6% | $5,609-79.8% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |