Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,472 | $106,008-85.4% | $92,240-83.2% | $147,586-89.5% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 29.16% | 50.05%-20.9pp | 176.29%-147.1pp | 578.59%-549.4pp |
| Employer contribution / active EE | $1,427 | $4,333-67.1% | $3,680-61.2% | $4,876-70.7% |
| Participant deferral / active EE | $4,072 | $4,478-9.1% | $3,897+4.5% | $5,439-25.1% |
| Admin fee / account holder | $113 | $6,333-98.2% | $5,194-97.8% | $10,886-99.0% |