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 | $24,454 | $202,342-87.9% | $172,752-85.8% | $152,897-84.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.93% | 1029.83%-1003.9pp | 802.97%-777.0pp | 345.43%-319.5pp |
| Employer contribution / active EE | $2,040 | $5,858-65.2% | $5,144-60.3% | $4,764-57.2% |
| Participant deferral / active EE | $4,284 | $5,948-28.0% | $5,198-17.6% | $5,851-26.8% |
| Admin fee / account holder | $159 | $17,111-99.1% | $13,955-98.9% | $11,599-98.6% |