Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,430 | $142,409-93.4% | $119,634-92.1% | $134,545-93.0% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.3%-34.8pp | 81.2%-36.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,766 | $5,224-66.2% | $4,232-58.3% | $4,742-62.8% |
| Participant deferral / active EE | $2,642 | $6,468-59.2% | $5,601-52.8% | $6,401-58.7% |
| Admin fee / account holder | $72 | $13,594-99.5% | $10,329-99.3% | $11,431-99.4% |