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 | $14,366 | $117,426-87.8% | $99,470-85.6% | $152,885-90.6% |
| Participation rate | 20.0% | 77.5%-57.5pp | 73.8%-53.8pp | 82.5%-62.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,165 | $3,014-61.4% | $2,540-54.2% | $4,763-75.5% |
| Participant deferral / active EE | $4,297 | $4,086+5.2% | $3,619+18.7% | $5,851-26.6% |
| Admin fee / account holder | $17 | $7,634-99.8% | $6,252-99.7% | $11,598-99.9% |