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 | $2,461 | $108,685-97.7% | $74,719-96.7% | $152,885-98.4% |
| Participation rate | 27.3% | 65.3%-38.1pp | 54.5%-27.2pp | 82.5%-55.2pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $326 | $1,504-78.3% | $1,084-69.9% | $4,763-93.2% |
| Participant deferral / active EE | $479 | $2,712-82.3% | $1,963-75.6% | $5,851-91.8% |
| Admin fee / account holder | $5 | $4,905-99.9% | $3,334-99.9% | $11,598-100.0% |