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 | $8,619 | $197,819-95.6% | $155,789-94.5% | $125,389-93.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $630 | $4,850-87.0% | $3,839-83.6% | $4,866-87.1% |
| Participant deferral / active EE | $5,139 | $5,631-8.8% | $4,798+7.1% | $5,352-4.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |