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 | $19,048 | $150,346-87.3% | $120,524-84.2% | $145,877-86.9% |
| Participation rate | 38.5% | 78.8%-40.3pp | 71.9%-33.5pp | 80.3%-41.8pp |
| Annual return | 14.36% | 154.40%-140.0pp | 107.36%-93.0pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,038 | $4,353-76.2% | $3,469-70.1% | $4,663-77.7% |
| Participant deferral / active EE | $2,274 | $6,172-63.2% | $4,994-54.5% | $6,691-66.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |