Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,010 | $76,608-98.7% | $56,077-98.2% | $145,877-99.3% |
| Participation rate | 68.8% | 63.2%+5.5pp | 52.5%+16.3pp | 80.3%-11.6pp |
| Annual return | 9.85% | 3009.59%-2999.7pp | 1709.28%-1699.4pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $629 | $2,624-76.0% | $1,954-67.8% | $6,691-90.6% |
| Admin fee / account holder | $145 | $3,325-95.7% | $2,825-94.9% | $13,402-98.9% |