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 | $5,618 | $166,020-96.6% | $164,866-96.6% | $145,959-96.2% |
| Participation rate | 4.5% | 82.0%-77.5pp | 78.6%-74.1pp | 80.3%-75.7pp |
| Annual return | 11.34% | 100.08%-88.7pp | 69.97%-58.6pp | 561.95%-550.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $40 | $16,644-99.8% | $12,689-99.7% | $13,398-99.7% |