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 | $5,646 | $49,791-88.7% | $78,210-92.8% | $70,126-91.9% |
| Participation rate | 28.8% | 62.3%-33.5pp | 68.7%-39.9pp | 69.5%-40.8pp |
| Annual return | 0.00% | 20.75%-20.7pp | 40.90%-40.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $340 | $1,430-76.2% | $2,034-83.3% | $2,343-85.5% |
| Participant deferral / active EE | $959 | $2,150-55.4% | $2,823-66.0% | $3,332-71.2% |
| Admin fee / account holder | $7 | $3,181-99.8% | $3,758-99.8% | $4,645-99.9% |