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 | $7,639 | $42,383-82.0% | $76,523-90.0% | $64,181-88.1% |
| Participation rate | 41.5% | 58.1%-16.6pp | 68.0%-26.5pp | 69.6%-28.1pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $792 | $2,566-69.2% | $3,835-79.4% | $3,470-77.2% |
| Admin fee / account holder | $5 | $3,198-99.8% | $4,848-99.9% | $4,887-99.9% |