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 | $23,629 | $183,988-87.2% | $162,177-85.4% | $152,897-84.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 24.49% | 150.79%-126.3pp | 115.60%-91.1pp | 345.43%-320.9pp |
| Employer contribution / active EE | $1,440 | $6,370-77.4% | $5,613-74.3% | $4,764-69.8% |
| Participant deferral / active EE | $6,421 | $8,032-20.1% | $7,297-12.0% | $5,851+9.7% |
| Admin fee / account holder | $300 | $13,123-97.7% | $10,843-97.2% | $11,599-97.4% |