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 | $6,907 | $165,939-95.8% | $122,354-94.4% | $147,586-95.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 19.51% | 34.56%-15.0pp | 30.28%-10.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $167 | $5,754-97.1% | $4,051-95.9% | $4,876-96.6% |
| Participant deferral / active EE | $486 | $4,005-87.9% | $3,287-85.2% | $5,439-91.1% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |