Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,910 | $171,867-80.3% | $149,721-77.4% | $147,586-77.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 22.91% | 2113.36%-2090.5pp | 1501.67%-1478.8pp | 578.59%-555.7pp |
| Employer contribution / active EE | $2,757 | $6,275-56.1% | $5,444-49.4% | $4,876-43.5% |
| Participant deferral / active EE | $14,100 | $7,270+93.9% | $6,568+114.7% | $5,439+159.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |