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 | $10,434 | $52,279-80.0% | $89,400-88.3% | $79,858-86.9% |
| Participation rate | 15.0% | 57.5%-42.5pp | 68.0%-53.0pp | 69.6%-54.6pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.64%-245.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $254 | $1,572-83.8% | $2,586-90.2% | $2,471-89.7% |
| Participant deferral / active EE | $1,142 | $2,740-58.3% | $3,890-70.6% | $3,740-69.5% |
| Admin fee / account holder | $42 | $3,356-98.7% | $4,882-99.1% | $5,306-99.2% |