Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $376 | $29,716-98.7% | $56,077-99.3% | $80,925-99.5% |
| Participation rate | 1.1% | 41.7%-40.6pp | 52.5%-51.4pp | 67.7%-66.6pp |
| Annual return | 12.24% | 35.30%-23.1pp | 1709.28%-1697.0pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3 | $2,432-99.9% | $2,825-99.9% | $6,940-100.0% |