Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,617 | $102,696-92.6% | $86,235-91.2% | $139,487-94.5% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 33.76% | 1925.91%-1892.1pp | 1170.03%-1136.3pp | 373.84%-340.1pp |
| Employer contribution / active EE | $1,527 | $3,034-49.7% | $2,381-35.9% | $4,755-67.9% |
| Participant deferral / active EE | $1,984 | $4,679-57.6% | $3,987-50.2% | $6,713-70.4% |
| Admin fee / account holder | $202 | $8,667-97.7% | $6,856-97.1% | $11,407-98.2% |