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 | $8,156 | $157,276-94.8% | $141,177-94.2% | $152,885-94.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,276 | $5,262-75.7% | $4,736-73.1% | $4,763-73.2% |
| Participant deferral / active EE | $3,048 | $7,110-57.1% | $6,710-54.6% | $5,851-47.9% |
| Admin fee / account holder | $7 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |