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 | $14,156 | $106,008-86.6% | $92,240-84.7% | $147,586-90.4% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 22.46% | 50.05%-27.6pp | 176.29%-153.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $1,061 | $4,333-75.5% | $3,680-71.2% | $4,876-78.2% |
| Participant deferral / active EE | $1,347 | $4,478-69.9% | $3,897-65.4% | $5,439-75.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |