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 | $11,568 | $176,688-93.5% | $130,660-91.1% | $152,897-92.4% |
| Participation rate | 38.5% | 79.0%-40.5pp | 71.7%-33.3pp | 82.5%-44.0pp |
| Annual return | 21.21% | 2693.08%-2671.9pp | 1709.29%-1688.1pp | 345.43%-324.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $289 | $4,362-93.4% | $3,603-92.0% | $5,851-95.1% |
| Admin fee / account holder | $68 | $7,131-99.0% | $5,463-98.7% | $11,599-99.4% |