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 | $3,924 | $58,311-93.3% | $81,882-95.2% | $80,959-95.2% |
| Participation rate | 53.1% | 63.5%-10.4pp | 72.4%-19.3pp | 67.7%-14.5pp |
| Annual return | 14.80% | 41.85%-27.0pp | 779.47%-764.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $997 | $3,287-69.7% | $4,323-76.9% | $4,300-76.8% |
| Admin fee / account holder | $92 | $4,752-98.1% | $7,360-98.7% | $6,925-98.7% |