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 | $4,037 | $81,276-95.0% | $155,574-97.4% | $80,925-95.0% |
| Participation rate | 62.2% | 66.2%-4.1pp | 78.2%-16.1pp | 67.7%-5.5pp |
| Annual return | 12.12% | 33.36%-21.2pp | 64.87%-52.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $986 | $3,453-71.5% | $5,629-82.5% | $4,299-77.1% |
| Admin fee / account holder | $126 | $7,993-98.4% | $15,914-99.2% | $6,940-98.2% |