Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,221 | $104,577-89.3% | $76,667-85.4% | $152,909-92.7% |
| Participation rate | 64.7% | 76.6%-11.9pp | 72.1%-7.4pp | 82.5%-17.7pp |
| Annual return | 36.03% | 1014.36%-978.3pp | 1166.74%-1130.7pp | 345.46%-309.4pp |
| Employer contribution / active EE | $1,376 | $3,119-55.9% | $2,303-40.2% | $4,764-71.1% |
| Participant deferral / active EE | $3,361 | $4,237-20.7% | $3,336+0.8% | $5,851-42.6% |
| Admin fee / account holder | $37 | $12,290-99.7% | $6,423-99.4% | $11,601-99.7% |