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 | $4,609 | $104,544-95.6% | $76,657-94.0% | $152,897-97.0% |
| Participation rate | 21.4% | 76.6%-55.2pp | 72.1%-50.7pp | 82.5%-61.0pp |
| Annual return | 31.37% | 1014.36%-983.0pp | 1166.74%-1135.4pp | 345.43%-314.1pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,177 | $4,236-72.2% | $3,335-64.7% | $5,851-79.9% |
| Admin fee / account holder | $12 | $12,286-99.9% | $6,423-99.8% | $11,599-99.9% |