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 | $3,330 | $109,967-97.0% | $97,197-96.6% | $145,877-97.7% |
| Participation rate | 65.2% | 76.0%-10.7pp | 72.7%-7.5pp | 80.3%-15.1pp |
| Annual return | 12.29% | 244.27%-232.0pp | 75.47%-63.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $340 | $3,077-88.9% | $2,723-87.5% | $4,663-92.7% |
| Participant deferral / active EE | $871 | $4,676-81.4% | $4,263-79.6% | $6,691-87.0% |
| Admin fee / account holder | $122 | $6,199-98.0% | $5,637-97.8% | $13,402-99.1% |