Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,251 | $148,629-91.1% | $135,982-90.3% | $139,487-90.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 24.66% | 79.33%-54.7pp | 68.32%-43.7pp | 373.84%-349.2pp |
| Employer contribution / active EE | $2,084 | $5,247-60.3% | $4,859-57.1% | $4,755-56.2% |
| Participant deferral / active EE | $2,882 | $8,102-64.4% | $7,760-62.9% | $6,713-57.1% |
| Admin fee / account holder | $213 | $12,406-98.3% | $10,767-98.0% | $11,407-98.1% |