Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,849 | $124,346-92.1% | $111,308-91.2% | $167,536-94.1% |
| Participation rate | 55.0% | 79.6%-24.6pp | 77.3%-22.3pp | 82.1%-27.1pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,260 | $5,182+1.5% | $4,487+17.2% | $6,342-17.1% |
| Admin fee / account holder | $65 | $10,621-99.4% | $7,965-99.2% | $12,315-99.5% |