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 | $4,173 | $48,314-91.4% | $67,561-93.8% | $80,925-94.8% |
| Participation rate | 43.6% | 66.4%-22.8pp | 72.9%-29.3pp | 67.7%-24.1pp |
| Annual return | 16.42% | 18.28%-1.9pp | 3525.44%-3509.0pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,174 | $2,927-59.9% | $4,003-70.7% | $4,299-72.7% |
| Admin fee / account holder | $67 | $3,690-98.2% | $4,006-98.3% | $6,940-99.0% |