Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,261 | $82,324-93.6% | $68,803-92.4% | $134,545-96.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $662 | $3,302-80.0% | $2,656-75.1% | $4,742-86.0% |
| Participant deferral / active EE | $2,268 | $4,740-52.1% | $3,942-42.5% | $6,401-64.6% |
| Admin fee / account holder | $17 | $6,485-99.7% | $4,936-99.7% | $11,431-99.8% |