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 | $4,081 | $49,896-91.8% | $80,627-94.9% | $75,173-94.6% |
| Participation rate | 48.7% | 55.3%-6.6pp | 67.0%-18.3pp | 67.2%-18.5pp |
| Annual return | 22.97% | 34.67%-11.7pp | 936.76%-913.8pp | 160.72%-137.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,044 | $2,992-65.1% | $4,443-76.5% | $4,126-74.7% |
| Admin fee / account holder | $227 | $3,578-93.7% | $5,381-95.8% | $5,651-96.0% |