Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,820 | $176,402-91.0% | $134,162-88.2% | $158,982-90.0% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | 26.42% | 63.66%-37.2pp | 36.35%-9.9pp | 302.99%-276.6pp |
| Employer contribution / active EE | $1,112 | $5,042-78.0% | $3,705-70.0% | $4,763-76.7% |
| Participant deferral / active EE | $2,780 | $4,093-32.1% | $3,500-20.6% | $5,983-53.5% |
| Admin fee / account holder | $53 | $8,719-99.4% | $6,685-99.2% | $11,252-99.5% |