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 | $5,057 | $54,239-90.7% | $70,098-92.8% | $68,495-92.6% |
| Participation rate | 48.1% | 64.5%-16.4pp | 70.5%-22.3pp | 67.9%-19.7pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.76%-190.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $560 | $2,019-72.3% | $2,560-78.1% | $2,596-78.4% |
| Participant deferral / active EE | $1,806 | $2,957-38.9% | $3,849-53.1% | $4,028-55.1% |
| Admin fee / account holder | $0 | $4,691-100.0% | $6,266-100.0% | $5,403-100.0% |