Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,145 | $113,338-95.5% | $94,993-94.6% | $147,585-96.5% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 110.62% | 20.80%+89.8pp | 27.14%+83.5pp | 578.58%-468.0pp |
| Employer contribution / active EE | $1,122 | $3,160-64.5% | $2,603-56.9% | $4,876-77.0% |
| Participant deferral / active EE | $1,925 | $3,777-49.0% | $3,317-42.0% | $5,439-64.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |