Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,317 | $183,988-94.4% | $162,177-93.6% | $152,897-93.3% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,705 | $6,370-73.2% | $5,613-69.6% | $4,764-64.2% |
| Participant deferral / active EE | $3,649 | $8,032-54.6% | $7,297-50.0% | $5,851-37.6% |
| Admin fee / account holder | $266 | $13,123-98.0% | $10,843-97.6% | $11,599-97.7% |