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 | $18,192 | $85,766-78.8% | $136,298-86.7% | $70,126-74.1% |
| Participation rate | 64.3% | 74.2%-9.9pp | 81.9%-17.6pp | 69.5%-5.3pp |
| Annual return | 18.10% | 31.46%-13.4pp | 5156.27%-5138.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,458 | $2,966-50.9% | $4,696-69.0% | $2,343-37.8% |
| Participant deferral / active EE | $2,274 | $5,051-55.0% | $6,247-63.6% | $3,332-31.8% |
| Admin fee / account holder | $208 | $5,421-96.2% | $9,244-97.8% | $4,645-95.5% |