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 | $29,260 | $202,345-85.5% | $172,755-83.1% | $152,885-80.9% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 24.20% | 1029.77%-1005.6pp | 802.94%-778.7pp | 345.39%-321.2pp |
| Employer contribution / active EE | $3,024 | $5,858-48.4% | $5,144-41.2% | $4,763-36.5% |
| Participant deferral / active EE | $3,533 | $5,948-40.6% | $5,198-32.0% | $5,851-39.6% |
| Admin fee / account holder | $173 | $17,111-99.0% | $13,955-98.8% | $11,598-98.5% |