Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,956 | $154,209-94.2% | $130,062-93.1% | $139,487-93.6% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.9pp | 80.3%-16.7pp |
| Annual return | 17.98% | 32.52%-14.5pp | -137.37%+155.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,019 | $6,709-69.9% | $5,821-65.3% | $6,713-69.9% |
| Admin fee / account holder | $175 | $13,988-98.7% | $10,601-98.3% | $11,407-98.5% |