Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,253 | $103,949-94.0% | $69,182-91.0% | $273,972-97.7% |
| Participation rate | 60.0% | 67.4%-7.4pp | 55.1%+4.9pp | 83.0%-23.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $632 | $1,783-64.5% | $1,206-47.6% | $4,869-87.0% |
| Participant deferral / active EE | $882 | $2,716-67.5% | $1,897-53.5% | $5,287-83.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |