Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,349 | $180,459-86.5% | $154,108-84.2% | $135,380-82.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -7.16% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,694 | $6,035-71.9% | $5,298-68.0% | $4,779-64.6% |
| Participant deferral / active EE | $3,998 | $5,806-31.2% | $5,081-21.3% | $5,609-28.7% |
| Admin fee / account holder | $1 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |