Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,860 | $117,895-89.9% | $102,460-88.4% | $145,897-91.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 17.98% | 31.92%-13.9pp | 29.47%-11.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $4,809 | $3,619+32.9% | $3,025+59.0% | $4,663+3.1% |
| Participant deferral / active EE | $10,076 | $5,736+75.7% | $5,056+99.3% | $6,689+50.6% |
| Admin fee / account holder | $127 | $13,353-99.1% | $9,460-98.7% | $13,390-99.1% |