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 | $14,892 | $127,387-88.3% | $115,038-87.1% | $125,389-88.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 1735.54% | 31.28%+1704.3pp | 26.14%+1709.4pp | 282.24%+1453.3pp |
| Employer contribution / active EE | $1,872 | $5,166-63.8% | $4,608-59.4% | $4,866-61.5% |
| Participant deferral / active EE | $2,507 | $6,423-61.0% | $6,026-58.4% | $5,352-53.2% |
| Admin fee / account holder | $15 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |