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 | $7,548 | $134,001-94.4% | $112,258-93.3% | $134,509-94.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,082 | $4,039-73.2% | $3,636-70.2% | $4,741-77.2% |
| Participant deferral / active EE | $2,705 | $5,291-48.9% | $4,728-42.8% | $6,400-57.7% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |