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 | $1,969 | $84,685-97.7% | $73,836-97.3% | $125,389-98.4% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.4%-17.9pp | 83.2%-27.6pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $434 | $3,123-86.1% | $2,787-84.4% | $4,866-91.1% |
| Participant deferral / active EE | $875 | $3,993-78.1% | $3,583-75.6% | $5,352-83.7% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |