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 | $17,963 | $154,159-88.3% | $130,026-86.2% | $139,456-87.1% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 30.95% | 32.50%-1.6pp | -137.26%+168.2pp | 373.45%-342.5pp |
| Employer contribution / active EE | $2,034 | $5,292-61.6% | $4,321-52.9% | $4,753-57.2% |
| Participant deferral / active EE | $5,637 | $6,710-16.0% | $5,821-3.1% | $6,711-16.0% |
| Admin fee / account holder | $201 | $14,001-98.6% | $10,608-98.1% | $11,407-98.2% |