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 | $21,840 | $217,432-90.0% | $185,851-88.2% | $167,553-87.0% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 19.30% | 148.43%-129.1pp | 122.11%-102.8pp | 478.89%-459.6pp |
| Employer contribution / active EE | $1,310 | $5,874-77.7% | $5,168-74.7% | $4,840-72.9% |
| Participant deferral / active EE | $3,104 | $6,357-51.2% | $5,569-44.3% | $6,343-51.1% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |