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 | $6,583 | $156,927-95.8% | $121,169-94.6% | $139,456-95.3% |
| Participation rate | 61.5% | 76.4%-14.9pp | 69.5%-8.0pp | 80.3%-18.8pp |
| Annual return | 124.65% | 1475.85%-1351.2pp | 986.71%-862.1pp | 373.45%-248.8pp |
| Employer contribution / active EE | $714 | $5,542-87.1% | $4,168-82.9% | $4,753-85.0% |
| Participant deferral / active EE | $1,540 | $4,848-68.2% | $4,083-62.3% | $6,711-77.1% |
| Admin fee / account holder | $16 | $6,946-99.8% | $5,645-99.7% | $11,407-99.9% |