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 | $11,323 | $226,090-95.0% | $182,531-93.8% | $152,885-92.6% |
| Participation rate | 65.2% | 82.5%-17.2pp | 78.0%-12.8pp | 82.5%-17.2pp |
| Annual return | 28.80% | 192.57%-163.8pp | 148.57%-119.8pp | 345.39%-316.6pp |
| Employer contribution / active EE | $1,038 | $4,978-79.2% | $4,075-74.5% | $4,763-78.2% |
| Participant deferral / active EE | $2,407 | $6,369-62.2% | $5,525-56.4% | $5,851-58.9% |
| Admin fee / account holder | $187 | $10,705-98.3% | $8,593-97.8% | $11,598-98.4% |