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 | $5,733 | $48,274-88.1% | $63,244-90.9% | $59,633-90.4% |
| Participation rate | 54.5% | 66.3%-11.8pp | 71.0%-16.5pp | 68.7%-14.1pp |
| Annual return | 0.85% | -240.79%+241.6pp | -70.31%+71.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $277 | $1,586-82.5% | $2,322-88.1% | $2,203-87.4% |
| Participant deferral / active EE | $1,361 | $2,343-41.9% | $2,953-53.9% | $3,192-57.4% |
| Admin fee / account holder | $154 | $3,600-95.7% | $5,893-97.4% | $4,297-96.4% |