Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,989 | $211,105-96.2% | $178,449-95.5% | $145,978-94.5% |
| Participation rate | 44.4% | 80.8%-36.3pp | 77.1%-32.7pp | 80.3%-35.8pp |
| Annual return | 53.88% | 30.19%+23.7pp | 27.09%+26.8pp | 550.52%-496.6pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,123 | $6,959-55.1% | $6,277-50.2% | $6,690-53.3% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |