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 | $3,307 | $51,638-93.6% | $129,406-97.4% | $80,959-95.9% |
| Participation rate | 68.9% | 56.9%+12.0pp | 69.6%-0.8pp | 67.7%+1.2pp |
| Annual return | 24.66% | 20.78%+3.9pp | 9468.18%-9443.5pp | 35.67%-11.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,842 | $2,670-31.0% | $4,167-55.8% | $4,300-57.2% |
| Admin fee / account holder | $252 | $4,313-94.2% | $7,689-96.7% | $6,925-96.4% |