Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,688 | $81,643-94.3% | $70,462-93.3% | $158,950-97.1% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 33.21% | 208.51%-175.3pp | 109.08%-75.9pp | 302.91%-269.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,245 | $4,555-50.7% | $3,710-39.5% | $5,983-62.5% |
| Admin fee / account holder | $206 | $6,194-96.7% | $3,845-94.6% | $11,248-98.2% |