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 | $7,030 | $110,303-93.6% | $95,759-92.7% | $139,487-95.0% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 33.45% | 27.19%+6.3pp | 28.42%+5.0pp | 373.84%-340.4pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,486 | $4,674-68.2% | $4,244-65.0% | $6,713-77.9% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |