Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,655 | $183,592-92.0% | $155,567-90.6% | $145,959-90.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 13.22% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,595 | $5,315-51.2% | $4,674-44.5% | $4,661-44.3% |
| Participant deferral / active EE | $4,489 | $6,464-30.6% | $5,628-20.2% | $6,689-32.9% |
| Admin fee / account holder | $119 | $19,318-99.4% | $15,916-99.3% | $13,398-99.1% |