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 | $4,677 | $140,578-96.7% | $100,671-95.4% | $125,389-96.3% |
| Participation rate | 40.0% | 80.4%-40.4pp | 70.7%-30.7pp | 83.2%-43.2pp |
| Annual return | 86.29% | 24.67%+61.6pp | 20.43%+65.9pp | 282.24%-195.9pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $339 | $3,981-91.5% | $3,144-89.2% | $5,352-93.7% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |