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 | $7,893 | $49,896-84.2% | $80,627-90.2% | $75,173-89.5% |
| Participation rate | 61.5% | 55.3%+6.2pp | 67.0%-5.5pp | 67.2%-5.7pp |
| Annual return | 46.32% | 34.67%+11.6pp | 936.76%-890.4pp | 160.72%-114.4pp |
| Employer contribution / active EE | $1,518 | $1,699-10.6% | $2,723-44.2% | $2,671-43.2% |
| Participant deferral / active EE | $2,813 | $2,992-6.0% | $4,443-36.7% | $4,126-31.8% |
| Admin fee / account holder | $111 | $3,578-96.9% | $5,381-97.9% | $5,651-98.0% |