Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,207 | $152,597-98.6% | $117,533-98.1% | $134,532-98.4% |
| Participation rate | 18.8% | 77.1%-58.4pp | 70.6%-51.9pp | 81.2%-62.5pp |
| Annual return | 175.81% | 53.04%+122.8pp | 29.77%+146.0pp | 418.27%-242.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $529 | $4,821-89.0% | $4,072-87.0% | $6,401-91.7% |
| Admin fee / account holder | $122 | $7,007-98.3% | $5,647-97.8% | $11,429-98.9% |