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 | $30,505 | $202,342-84.9% | $172,752-82.3% | $152,897-80.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 22.55% | 1029.83%-1007.3pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,911 | $5,858-67.4% | $5,144-62.9% | $4,764-59.9% |
| Participant deferral / active EE | $3,797 | $5,948-36.2% | $5,198-27.0% | $5,851-35.1% |
| Admin fee / account holder | $118 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |