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 | $14,840 | $73,955-79.9% | $96,520-84.6% | $75,181-80.3% |
| Participation rate | 44.1% | 66.4%-22.3pp | 74.3%-30.2pp | 67.2%-23.1pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.72%-35.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,282 | $2,930-56.2% | $3,739-65.7% | $2,671-52.0% |
| Participant deferral / active EE | $2,846 | $3,659-22.2% | $4,879-41.7% | $4,126-31.0% |
| Admin fee / account holder | $151 | $5,217-97.1% | $6,733-97.8% | $5,650-97.3% |