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 | $1,158 | $31,105-96.3% | $53,647-97.8% | $64,097-98.2% |
| Participation rate | 36.6% | 30.7%+5.9pp | 56.3%-19.7pp | 55.2%-18.6pp |
| Annual return | 33.81% | 22.54%+11.3pp | 358.33%-324.5pp | 34.64%-0.8pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $211 | $896-76.5% | $1,813-88.4% | $3,080-93.2% |
| Admin fee / account holder | $14 | $2,195-99.4% | $2,460-99.4% | $3,454-99.6% |