Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,199 | $50,958-95.7% | $74,552-97.1% | $64,181-96.6% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $493 | $1,115-55.8% | $1,961-74.8% | $2,381-79.3% |
| Participant deferral / active EE | $1,087 | $2,301-52.8% | $3,108-65.0% | $3,470-68.7% |
| Admin fee / account holder | $41 | $4,223-99.0% | $5,060-99.2% | $4,887-99.2% |