Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,194 | $176,688-98.8% | $130,660-98.3% | $152,897-98.6% |
| Participation rate | 40.0% | 79.0%-39.0pp | 71.7%-31.7pp | 82.5%-42.5pp |
| Annual return | 34.68% | 2693.08%-2658.4pp | 1709.29%-1674.6pp | 345.43%-310.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $830 | $4,362-81.0% | $3,603-77.0% | $5,851-85.8% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |