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 | $11,065 | $97,020-88.6% | $83,322-86.7% | $135,379-91.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,241 | $4,144-45.9% | $3,379-33.7% | $4,779-53.1% |
| Participant deferral / active EE | $2,712 | $5,964-54.5% | $5,565-51.3% | $5,609-51.7% |
| Admin fee / account holder | $21 | $8,426-99.8% | $7,540-99.7% | $10,828-99.8% |