Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,638 | $106,918-82.6% | $84,021-77.8% | $152,897-87.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 35.62% | 105.01%-69.4pp | 71.32%-35.7pp | 345.43%-309.8pp |
| Employer contribution / active EE | $1,337 | $2,735-51.1% | $1,984-32.6% | $4,764-71.9% |
| Participant deferral / active EE | $4,966 | $4,012+23.8% | $3,239+53.3% | $5,851-15.1% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |