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 | $9,666 | $77,816-87.6% | $123,552-92.2% | $64,173-84.9% |
| Participation rate | 57.7% | 74.7%-17.0pp | 82.3%-24.6pp | 69.6%-11.9pp |
| 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 | $5,527 | $5,240+5.5% | $6,426-14.0% | $3,470+59.3% |
| Admin fee / account holder | $107 | $5,519-98.1% | $9,285-98.8% | $4,887-97.8% |