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 | $7,286 | $169,161-95.7% | $129,295-94.4% | $145,959-95.0% |
| Participation rate | 39.1% | 76.5%-37.3pp | 69.6%-30.5pp | 80.3%-41.2pp |
| Annual return | 12.95% | 14348.07%-14335.1pp | 9429.28%-9416.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $220 | $5,543-96.0% | $4,157-94.7% | $4,661-95.3% |
| Participant deferral / active EE | $424 | $4,989-91.5% | $4,169-89.8% | $6,689-93.7% |
| Admin fee / account holder | $44 | $9,878-99.6% | $7,665-99.4% | $13,398-99.7% |