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 | $13,545 | $97,729-86.1% | $83,830-83.8% | $135,379-90.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -7.94% | 1287.52%-1295.5pp | 850.97%-858.9pp | 519.79%-527.7pp |
| Employer contribution / active EE | $840 | $4,222-80.1% | $3,631-76.9% | $4,779-82.4% |
| Participant deferral / active EE | $2,479 | $4,683-47.1% | $4,082-39.3% | $5,609-55.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |