Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,168 | $131,835-96.8% | $108,582-96.2% | $273,972-98.5% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $940 | $4,913-80.9% | $3,758-75.0% | $4,869-80.7% |
| Participant deferral / active EE | $1,695 | $5,127-66.9% | $4,311-60.7% | $5,287-67.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |