Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,164 | $183,539-91.7% | $155,556-90.3% | $145,897-89.6% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 12.87% | 61.31%-48.4pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,887 | $5,315-64.5% | $4,675-59.6% | $4,663-59.5% |
| Participant deferral / active EE | $1,944 | $6,467-69.9% | $5,631-65.5% | $6,689-70.9% |
| Admin fee / account holder | $107 | $19,275-99.4% | $15,885-99.3% | $13,390-99.2% |