Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,019 | $198,457-87.4% | $170,435-85.3% | $147,586-83.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 166.19% | 257.30%-91.1pp | 205.94%-39.7pp | 578.59%-412.4pp |
| Employer contribution / active EE | $14,569 | $6,183+135.6% | $5,432+168.2% | $4,876+198.8% |
| Participant deferral / active EE | $6,838 | $5,629+21.5% | $4,939+38.4% | $5,439+25.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |