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 | $21,423 | $232,540-90.8% | $185,117-88.4% | $147,586-85.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 23.52% | 43.03%-19.5pp | 40.50%-17.0pp | 578.59%-555.1pp |
| Employer contribution / active EE | $2,277 | $5,195-56.2% | $4,182-45.6% | $4,876-53.3% |
| Participant deferral / active EE | $2,854 | $5,834-51.1% | $5,045-43.4% | $5,439-47.5% |
| Admin fee / account holder | $31 | $10,275-99.7% | $8,159-99.6% | $10,886-99.7% |