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 | $15,974 | $166,268-90.4% | $165,100-90.3% | $145,897-89.1% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.6%-26.4pp | 80.3%-28.1pp |
| Annual return | 24.92% | 100.52%-75.6pp | 70.21%-45.3pp | 552.29%-527.4pp |
| Employer contribution / active EE | $1,454 | $5,284-72.5% | $4,348-66.6% | $4,663-68.8% |
| Participant deferral / active EE | $2,963 | $6,964-57.5% | $6,035-50.9% | $6,689-55.7% |
| Admin fee / account holder | $20 | $16,659-99.9% | $12,696-99.8% | $13,390-99.9% |