Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,783 | $115,814-93.3% | $101,275-92.3% | $158,982-95.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 18.73% | 56.16%-37.4pp | 46.48%-27.8pp | 302.99%-284.3pp |
| Employer contribution / active EE | $912 | $4,176-78.2% | $3,660-75.1% | $4,763-80.9% |
| Participant deferral / active EE | $2,022 | $4,958-59.2% | $4,371-53.7% | $5,983-66.2% |
| Admin fee / account holder | $63 | $7,249-99.1% | $5,948-98.9% | $11,252-99.4% |