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 | $12,775 | $176,794-92.8% | $146,647-91.3% | $167,553-92.4% |
| Participation rate | 68.8% | 83.6%-14.9pp | 80.1%-11.3pp | 82.1%-13.4pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $4,297 | $5,161-16.7% | $4,137+3.9% | $4,840-11.2% |
| Participant deferral / active EE | $7,200 | $6,440+11.8% | $5,506+30.8% | $6,343+13.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |