Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,047 | $176,688-91.5% | $130,660-88.5% | $152,897-90.2% |
| Participation rate | 55.6% | 79.0%-23.4pp | 71.7%-16.2pp | 82.5%-26.9pp |
| Annual return | 26.44% | 2693.08%-2666.6pp | 1709.29%-1682.9pp | 345.43%-319.0pp |
| Employer contribution / active EE | $741 | $5,743-87.1% | $4,092-81.9% | $4,764-84.5% |
| Participant deferral / active EE | $2,435 | $4,362-44.2% | $3,603-32.4% | $5,851-58.4% |
| Admin fee / account holder | $10 | $7,131-99.9% | $5,463-99.8% | $11,599-99.9% |