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 | $5,406 | $106,267-94.9% | $96,520-94.4% | $139,456-96.1% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $911 | $4,105-77.8% | $3,739-75.6% | $4,753-80.8% |
| Participant deferral / active EE | $1,873 | $5,454-65.7% | $4,879-61.6% | $6,711-72.1% |
| Admin fee / account holder | $25 | $7,882-99.7% | $6,733-99.6% | $11,407-99.8% |