Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,970 | $65,034-83.1% | $90,970-87.9% | $79,856-86.3% |
| Participation rate | 39.6% | 61.6%-22.0pp | 69.0%-29.4pp | 69.6%-30.1pp |
| Annual return | 56.16% | 30.45%+25.7pp | 134.60%-78.4pp | 31.71%+24.5pp |
| Employer contribution / active EE | $261 | $1,247-79.1% | $2,122-87.7% | $2,471-89.5% |
| Participant deferral / active EE | $1,614 | $2,512-35.8% | $3,373-52.2% | $3,741-56.9% |
| Admin fee / account holder | $27 | $4,536-99.4% | $5,961-99.5% | $5,306-99.5% |