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 | $25,173 | $152,619-83.5% | $125,195-79.9% | $152,909-83.5% |
| Participation rate | 61.1% | 83.3%-22.2pp | 79.8%-18.7pp | 82.5%-21.3pp |
| Annual return | 21.60% | 54.85%-33.2pp | 43.79%-22.2pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,978 | $5,869-66.3% | $4,937-59.9% | $5,851-66.2% |
| Admin fee / account holder | $206 | $13,437-98.5% | $9,704-97.9% | $11,601-98.2% |