Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,626 | $198,461-86.1% | $170,436-83.8% | $147,585-81.3% |
| Participation rate | 55.0% | 88.0%-33.0pp | 83.6%-28.6pp | 82.8%-27.8pp |
| Annual return | 13.05% | 257.30%-244.3pp | 205.94%-192.9pp | 578.57%-565.5pp |
| Employer contribution / active EE | $2,165 | $6,184-65.0% | $5,433-60.1% | $4,876-55.6% |
| Participant deferral / active EE | $3,070 | $5,629-45.5% | $4,939-37.8% | $5,439-43.5% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |