Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,208 | $29,319-95.9% | $52,425-97.7% | $82,448-98.5% |
| Participation rate | 63.0% | 46.9%+16.1pp | 55.6%+7.3pp | 68.1%-5.1pp |
| Annual return | 28.60% | 535.20%-506.6pp | 302.12%-273.5pp | 41.64%-13.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $463 | $1,171-60.4% | $1,790-74.1% | $4,139-88.8% |
| Admin fee / account holder | $27 | $1,962-98.6% | $2,495-98.9% | $7,234-99.6% |