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 | $1,350 | $29,736-95.5% | $56,033-97.6% | $80,935-98.3% |
| Participation rate | 48.8% | 41.7%+7.1pp | 52.5%-3.7pp | 67.7%-18.9pp |
| Annual return | 15.22% | 35.28%-20.1pp | 1711.38%-1696.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $461 | $1,228-62.5% | $1,954-76.4% | $4,299-89.3% |
| Admin fee / account holder | $228 | $2,434-90.6% | $2,827-91.9% | $6,924-96.7% |