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 | $6,145 | $63,471-90.3% | $68,808-91.1% | $66,938-90.8% |
| Participation rate | 33.1% | 60.0%-26.9pp | 69.0%-35.9pp | 69.8%-36.7pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $627 | $1,776-64.7% | $2,656-76.4% | $2,545-75.3% |
| Participant deferral / active EE | $1,478 | $2,946-49.8% | $3,942-62.5% | $4,238-65.1% |
| Admin fee / account holder | $50 | $578-91.4% | $4,936-99.0% | $594-91.7% |