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 | $11,998 | $85,171-85.9% | $172,753-93.1% | $72,976-83.6% |
| Participation rate | 46.5% | 70.1%-23.6pp | 82.6%-36.1pp | 69.5%-23.0pp |
| Annual return | 31.33% | 27.32%+4.0pp | 803.00%-771.7pp | 81.02%-49.7pp |
| Employer contribution / active EE | $1,129 | $3,324-66.0% | $5,144-78.1% | $2,440-53.7% |
| Participant deferral / active EE | $2,242 | $3,260-31.2% | $5,198-56.9% | $3,608-37.9% |
| Admin fee / account holder | $54 | $5,880-99.1% | $13,956-99.6% | $5,124-98.9% |