Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,629 | $118,695-93.6% | $98,916-92.3% | $158,950-95.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 0.00% | 372.39%-372.4pp | 196.45%-196.4pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,562 | $3,333-53.1% | $2,689-41.9% | $4,762-67.2% |
| Participant deferral / active EE | $2,772 | $5,088-45.5% | $4,245-34.7% | $5,983-53.7% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |