Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,361 | $152,591-96.5% | $117,529-95.4% | $134,545-96.0% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,416 | $5,576-56.7% | $4,179-42.2% | $4,742-49.0% |
| Participant deferral / active EE | $5,773 | $4,821+19.7% | $4,072+41.7% | $6,401-9.8% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |