Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,499 | $109,830-95.9% | $98,452-95.4% | $167,497-97.3% |
| Participation rate | 61.9% | 75.8%-13.9pp | 73.3%-11.4pp | 82.1%-20.2pp |
| Annual return | 14.08% | 1957.04%-1943.0pp | 1492.96%-1478.9pp | 478.62%-464.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,282 | $4,673-72.6% | $4,276-70.0% | $6,341-79.8% |
| Admin fee / account holder | $15 | $6,751-99.8% | $5,948-99.8% | $12,310-99.9% |