Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,897 | $78,707-95.0% | $117,861-96.7% | $70,126-94.4% |
| Participation rate | 43.2% | 73.2%-29.9pp | 79.7%-36.4pp | 69.5%-26.3pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,602 | $3,297-51.4% | $4,482-64.3% | $3,332-51.9% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |