Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,863 | $180,459-91.8% | $154,108-90.4% | $135,380-89.0% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,666 | $6,035-72.4% | $5,298-68.6% | $4,779-65.1% |
| Participant deferral / active EE | $3,672 | $5,806-36.8% | $5,081-27.7% | $5,609-34.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |