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 | $10,799 | $99,009-89.1% | $86,581-87.5% | $147,585-92.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 18.03% | 1312.70%-1294.7pp | 965.06%-947.0pp | 578.58%-560.6pp |
| Employer contribution / active EE | $1,084 | $3,132-65.4% | $2,840-61.8% | $4,876-77.8% |
| Participant deferral / active EE | $2,549 | $3,972-35.8% | $3,609-29.4% | $5,439-53.1% |
| Admin fee / account holder | $256 | $5,709-95.5% | $4,904-94.8% | $10,886-97.7% |