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 | $3,040 | $78,694-96.1% | $67,652-95.5% | $125,389-97.6% |
| Participation rate | 65.2% | 78.8%-13.6pp | 75.7%-10.4pp | 83.2%-18.0pp |
| Annual return | -1.34% | 9.46%-10.8pp | 6625.40%-6626.7pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,832 | $4,292-57.3% | $3,560-48.5% | $5,352-65.8% |
| Admin fee / account holder | $52 | $7,403-99.3% | $4,821-98.9% | $9,541-99.5% |