Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,214 | $49,249-89.4% | $70,476-92.6% | $79,852-93.5% |
| Participation rate | 68.6% | 69.2%-0.6pp | 75.1%-6.5pp | 69.6%-1.1pp |
| Annual return | 0.00% | 30.09%-30.1pp | 109.12%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,152 | $2,100-45.2% | $2,738-57.9% | $2,471-53.4% |
| Participant deferral / active EE | $2,078 | $2,769-24.9% | $3,710-44.0% | $3,740-44.4% |
| Admin fee / account holder | $154 | $2,878-94.6% | $3,847-96.0% | $5,306-97.1% |