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 | $23,064 | $198,457-88.4% | $170,435-86.5% | $147,586-84.4% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 24.17% | 257.30%-233.1pp | 205.94%-181.8pp | 578.59%-554.4pp |
| Employer contribution / active EE | $1,342 | $6,183-78.3% | $5,432-75.3% | $4,876-72.5% |
| Participant deferral / active EE | $2,519 | $5,629-55.2% | $4,939-49.0% | $5,439-53.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |