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 | $1,337 | $72,071-98.1% | $68,368-98.0% | $137,256-99.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 45.89% | 353.14%-307.3pp | 292.57%-246.7pp | 220.34%-174.4pp |
| Employer contribution / active EE | $1,783 | $2,788-36.0% | $2,649-32.7% | $4,156-57.1% |
| Participant deferral / active EE | $1,783 | $4,410-59.6% | $4,123-56.8% | $6,407-72.2% |
| Admin fee / account holder | $5 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |