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 | $7,760 | $90,467-91.4% | $93,759-91.7% | $134,532-94.2% |
| Participation rate | 44.4% | 82.0%-37.5pp | 81.0%-36.5pp | 81.2%-36.8pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,196 | $4,345-49.5% | $4,324-49.2% | $4,741-53.7% |
| Participant deferral / active EE | $2,196 | $5,980-63.3% | $6,096-64.0% | $6,401-65.7% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,429-100.0% |