Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,421 | $32,117-83.1% | $71,086-92.4% | $64,173-91.6% |
| Participation rate | 31.8% | 42.7%-10.9pp | 54.7%-22.8pp | 69.6%-37.8pp |
| Annual return | 1.59% | -5.57%+7.2pp | 650.59%-649.0pp | 7.63%-6.0pp |
| Employer contribution / active EE | $517 | $712-27.4% | $1,088-52.5% | $2,381-78.3% |
| Participant deferral / active EE | $1,027 | $1,263-18.7% | $1,874-45.2% | $3,470-70.4% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |