Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,064 | $106,003-92.4% | $92,236-91.3% | $147,585-94.5% |
| Participation rate | 23.1% | 80.4%-57.3pp | 76.5%-53.4pp | 82.8%-59.8pp |
| Annual return | 63.86% | 50.05%+13.8pp | 176.29%-112.4pp | 578.57%-514.7pp |
| Employer contribution / active EE | $696 | $4,333-83.9% | $3,679-81.1% | $4,876-85.7% |
| Participant deferral / active EE | $1,192 | $4,478-73.4% | $3,897-69.4% | $5,439-78.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |