Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,318 | $76,367-91.7% | $93,614-93.3% | $72,983-91.3% |
| Participation rate | 53.6% | 71.7%-18.2pp | 75.8%-22.3pp | 69.5%-15.9pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,789 | $3,538-49.4% | $4,069-56.0% | $3,608-50.4% |
| Admin fee / account holder | $8 | $6,838-99.9% | $7,889-99.9% | $5,124-99.9% |