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 | $3,566 | $58,241-93.9% | $81,780-95.6% | $80,911-95.6% |
| Participation rate | 42.1% | 63.4%-21.3pp | 72.4%-30.3pp | 67.6%-25.5pp |
| Annual return | 16.63% | 41.73%-25.1pp | 776.27%-759.6pp | 35.63%-19.0pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $801 | $3,283-75.6% | $4,321-81.5% | $4,297-81.4% |
| Admin fee / account holder | $164 | $4,973-96.7% | $7,384-97.8% | $6,935-97.6% |