Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,764 | $105,198-93.6% | $159,455-95.8% | $85,856-92.1% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.8%-16.7pp | 69.3%-3.2pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.63%-263.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $724 | $3,319-78.2% | $4,830-85.0% | $2,565-71.8% |
| Participant deferral / active EE | $3,010 | $5,946-49.4% | $7,353-59.1% | $3,952-23.8% |
| Admin fee / account holder | $64 | $6,934-99.1% | $10,800-99.4% | $6,261-99.0% |