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 | $16,824 | $162,821-89.7% | $133,978-87.4% | $158,982-89.4% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,910 | $4,976-41.5% | $3,919-25.7% | $4,763-38.9% |
| Participant deferral / active EE | $4,103 | $5,910-30.6% | $5,047-18.7% | $5,983-31.4% |
| Admin fee / account holder | $4 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |