Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,469 | $152,597-98.4% | $117,533-97.9% | $134,532-98.2% |
| Participation rate | 63.6% | 77.1%-13.5pp | 70.6%-7.0pp | 81.2%-17.6pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,622 | $4,821-66.3% | $4,072-60.2% | $6,401-74.7% |
| Admin fee / account holder | $91 | $7,007-98.7% | $5,647-98.4% | $11,429-99.2% |