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 | $3,712 | $88,360-95.8% | $145,433-97.4% | $67,986-94.5% |
| Participation rate | 42.1% | 65.5%-23.4pp | 82.1%-40.0pp | 57.2%-15.1pp |
| Annual return | 0.00% | 63.15%-63.2pp | 66.58%-66.6pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,627 | $5,932-72.6% | $7,897-79.4% | $3,358-51.5% |
| Admin fee / account holder | $55 | $3,313-98.4% | $13,129-99.6% | $3,203-98.3% |