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 | $13,514 | $72,012-81.2% | $185,827-92.7% | $79,858-83.1% |
| Participation rate | 23.4% | 65.8%-42.3pp | 78.0%-54.6pp | 69.6%-46.2pp |
| Annual return | 125.15% | 23.12%+102.0pp | 35.96%+89.2pp | 31.72%+93.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,645 | $3,779-56.5% | $5,633-70.8% | $3,740-56.0% |
| Admin fee / account holder | $29 | $4,513-99.4% | $9,502-99.7% | $5,306-99.5% |