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 | $6,483 | $58,523-88.9% | $99,475-93.5% | $72,975-91.1% |
| Participation rate | 16.7% | 64.6%-48.0pp | 73.8%-57.2pp | 69.5%-52.8pp |
| Annual return | 46.63% | 28.51%+18.1pp | 30.72%+15.9pp | 81.01%-34.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,115 | $2,606-57.2% | $3,619-69.2% | $3,608-69.1% |
| Admin fee / account holder | $0 | $4,102-100.0% | $6,252-100.0% | $5,124-100.0% |