Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,384 | $60,119-86.1% | $90,430-90.7% | $79,858-89.5% |
| Participation rate | 12.3% | 65.0%-52.7pp | 72.7%-60.4pp | 69.6%-57.4pp |
| Annual return | 30.75% | 71.94%-41.2pp | 1293.73%-1263.0pp | 31.72%-1.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $838 | $2,938-71.5% | $3,963-78.9% | $3,740-77.6% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |