Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,707 | $115,810-86.4% | $101,271-84.5% | $158,966-90.1% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 97.99% | 56.15%+41.8pp | 46.48%+51.5pp | 302.95%-205.0pp |
| Employer contribution / active EE | $1,856 | $4,175-55.5% | $3,660-49.3% | $4,762-61.0% |
| Participant deferral / active EE | $5,194 | $4,958+4.8% | $4,371+18.8% | $5,983-13.2% |
| Admin fee / account holder | $21 | $7,248-99.7% | $5,948-99.6% | $11,250-99.8% |