Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,547 | $112,935-89.8% | $90,970-87.3% | $158,966-92.7% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $615 | $2,895-78.8% | $2,122-71.0% | $4,762-87.1% |
| Participant deferral / active EE | $3,908 | $4,129-5.3% | $3,373+15.9% | $5,983-34.7% |
| Admin fee / account holder | $2 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |