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 | $15,891 | $135,645-88.3% | $110,243-85.6% | $135,380-88.3% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.8%-11.1pp | 82.6%-13.9pp |
| Annual return | 1.52% | 513.24%-511.7pp | 314.76%-313.2pp | 519.81%-518.3pp |
| Employer contribution / active EE | $1,361 | $4,907-72.3% | $3,827-64.4% | $4,779-71.5% |
| Participant deferral / active EE | $3,076 | $5,507-44.2% | $4,672-34.2% | $5,609-45.2% |
| Admin fee / account holder | $47 | $11,458-99.6% | $8,548-99.4% | $10,828-99.6% |