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 | $833 | $27,924-97.0% | $58,544-98.6% | $75,181-98.9% |
| Participation rate | 62.1% | 38.8%+23.2pp | 50.9%+11.2pp | 67.2%-5.1pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $581 | $1,202-51.6% | $1,923-69.8% | $4,126-85.9% |
| Admin fee / account holder | $4 | $1,726-99.8% | $2,520-99.9% | $5,650-99.9% |