Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,908 | $70,418-90.2% | $96,570-92.8% | $85,847-92.0% |
| Participation rate | 64.8% | 61.8%+3.0pp | 69.8%-5.0pp | 69.3%-4.5pp |
| Annual return | 18.14% | 18.59%-0.5pp | 37.79%-19.7pp | 318.61%-300.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,371 | $2,894-18.1% | $3,849-38.4% | $3,952-40.0% |
| Admin fee / account holder | $199 | $4,995-96.0% | $6,182-96.8% | $6,261-96.8% |