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 | $653 | $84,684-99.2% | $73,835-99.1% | $125,388-99.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 0.00% | 3123.93%-3123.9pp | 2268.13%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $118 | $3,123-96.2% | $2,788-95.8% | $4,866-97.6% |
| Participant deferral / active EE | $656 | $3,993-83.6% | $3,583-81.7% | $5,352-87.7% |
| Admin fee / account holder | $53 | $5,691-99.1% | $4,880-98.9% | $9,541-99.4% |