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 | $14,682 | $148,558-90.1% | $135,925-89.2% | $139,427-89.5% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 93.29% | 79.22%+14.1pp | 68.25%+25.0pp | 373.27%-280.0pp |
| Employer contribution / active EE | $1,024 | $5,244-80.5% | $4,857-78.9% | $4,752-78.4% |
| Participant deferral / active EE | $3,453 | $8,101-57.4% | $7,759-55.5% | $6,711-48.6% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |