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 | $15,839 | $135,956-88.3% | $123,894-87.2% | $273,972-94.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 16.19% | 56.63%-40.4pp | 47.52%-31.3pp | 41.46%-25.3pp |
| Employer contribution / active EE | $1,479 | $5,170-71.4% | $4,617-68.0% | $4,869-69.6% |
| Participant deferral / active EE | $8,961 | $6,343+41.3% | $5,984+49.7% | $5,287+69.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |