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 | $1,503 | $121,701-98.8% | $104,639-98.6% | $158,982-99.1% |
| Participation rate | 58.3% | 77.5%-19.2pp | 74.1%-15.7pp | 82.0%-23.6pp |
| Annual return | 83.61% | 465.72%-382.1pp | 340.67%-257.1pp | 302.99%-219.4pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $872 | $4,176-79.1% | $3,738-76.7% | $5,983-85.4% |
| Admin fee / account holder | $69 | $7,778-99.1% | $6,465-98.9% | $11,252-99.4% |