Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,540 | $65,704-91.6% | $94,229-94.1% | $59,633-90.7% |
| Participation rate | 60.5% | 72.1%-11.7pp | 78.8%-18.3pp | 68.7%-8.2pp |
| Annual return | -1.84% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,843 | $3,143-41.4% | $4,320-57.3% | $3,192-42.3% |
| Admin fee / account holder | $106 | $4,265-97.5% | $6,269-98.3% | $4,297-97.5% |