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 | $7,526 | $118,869-93.7% | $96,575-92.2% | $167,518-95.5% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,283 | $3,120-58.9% | $2,357-45.6% | $4,838-73.5% |
| Participant deferral / active EE | $1,612 | $4,616-65.1% | $3,849-58.1% | $6,342-74.6% |
| Admin fee / account holder | $14 | $8,067-99.8% | $6,182-99.8% | $12,312-99.9% |