Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $838 | $27,936-97.0% | $58,561-98.6% | $75,173-98.9% |
| Participation rate | 48.0% | 38.8%+9.2pp | 50.9%-2.9pp | 67.2%-19.2pp |
| Annual return | 53.18% | 44.21%+9.0pp | 4251.33%-4198.1pp | 160.72%-107.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $370 | $1,202-69.2% | $1,923-80.8% | $4,126-91.0% |
| Admin fee / account holder | $79 | $1,727-95.4% | $2,520-96.9% | $5,651-98.6% |