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 | $344 | $27,924-98.8% | $58,544-99.4% | $75,181-99.5% |
| Participation rate | 57.9% | 38.8%+19.1pp | 50.9%+7.0pp | 67.2%-9.3pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $265 | $1,202-78.0% | $1,923-86.2% | $4,126-93.6% |
| Admin fee / account holder | $11 | $1,726-99.4% | $2,520-99.6% | $5,650-99.8% |