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 | $5,304 | $77,816-93.2% | $123,552-95.7% | $64,173-91.7% |
| Participation rate | 38.0% | 74.7%-36.7pp | 82.3%-44.3pp | 69.6%-31.5pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,407 | $5,240-54.1% | $6,426-62.5% | $3,470-30.6% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,285-99.9% | $4,887-99.9% |