Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,036 | $150,447-92.0% | $136,298-91.2% | $147,586-91.8% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 25.83% | 1049.15%-1023.3pp | 5156.27%-5130.4pp | 578.59%-552.8pp |
| Employer contribution / active EE | $1,339 | $5,256-74.5% | $4,696-71.5% | $4,876-72.5% |
| Participant deferral / active EE | $3,143 | $6,631-52.6% | $6,247-49.7% | $5,439-42.2% |
| Admin fee / account holder | $271 | $10,906-97.5% | $9,244-97.1% | $10,886-97.5% |