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 | $1,289 | $27,943-95.4% | $58,507-97.8% | $75,177-98.3% |
| Participation rate | 18.8% | 38.8%-20.1pp | 50.9%-32.1pp | 67.2%-48.5pp |
| Annual return | 27.62% | 44.22%-16.6pp | 4252.32%-4224.7pp | 160.75%-133.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $238 | $1,202-80.2% | $1,922-87.6% | $4,126-94.2% |
| Admin fee / account holder | $67 | $1,727-96.1% | $2,486-97.3% | $5,651-98.8% |