Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,639 | $101,063-96.4% | $81,473-95.5% | $147,586-97.5% |
| Participation rate | 47.1% | 74.5%-27.4pp | 68.0%-20.9pp | 82.8%-35.8pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $346 | $3,206-89.2% | $2,568-86.5% | $4,876-92.9% |
| Participant deferral / active EE | $1,299 | $4,242-69.4% | $3,537-63.3% | $5,439-76.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |