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 | $21,720 | $198,457-89.1% | $170,435-87.3% | $147,586-85.3% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 26.90% | 257.30%-230.4pp | 205.94%-179.0pp | 578.59%-551.7pp |
| Employer contribution / active EE | $1,514 | $6,183-75.5% | $5,432-72.1% | $4,876-69.0% |
| Participant deferral / active EE | $4,903 | $5,629-12.9% | $4,939-0.7% | $5,439-9.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |