Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,716 | $148,623-89.4% | $135,974-88.4% | $139,466-88.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 27.69% | 79.30%-51.6pp | 68.30%-40.6pp | 373.66%-346.0pp |
| Employer contribution / active EE | $1,585 | $5,246-69.8% | $4,859-67.4% | $4,754-66.7% |
| Participant deferral / active EE | $4,537 | $8,103-44.0% | $7,760-41.5% | $6,712-32.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |