Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,102 | $198,457-85.8% | $170,435-83.5% | $147,586-81.0% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 27.59% | 257.30%-229.7pp | 205.94%-178.4pp | 578.59%-551.0pp |
| Employer contribution / active EE | $1,330 | $6,183-78.5% | $5,432-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $3,718 | $5,629-34.0% | $4,939-24.7% | $5,439-31.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |