Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,969 | $110,307-89.1% | $96,576-87.6% | $139,456-91.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 31.20% | 26.40%+4.8pp | 25.87%+5.3pp | 373.45%-342.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,139 | $5,547-61.5% | $4,851-55.9% | $6,711-68.1% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |