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 | $16,986 | $118,708-85.7% | $98,920-82.8% | $158,966-89.3% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,087 | $3,334-37.4% | $2,689-22.4% | $4,762-56.2% |
| Participant deferral / active EE | $4,760 | $5,089-6.5% | $4,245+12.1% | $5,983-20.4% |
| Admin fee / account holder | $122 | $10,134-98.8% | $6,643-98.2% | $11,250-98.9% |