Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,077 | $85,766-78.9% | $136,298-86.7% | $70,126-74.2% |
| Participation rate | 49.3% | 74.2%-24.8pp | 81.9%-32.6pp | 69.5%-20.2pp |
| Annual return | 20.28% | 31.46%-11.2pp | 5156.27%-5136.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $1,017 | $2,966-65.7% | $4,696-78.3% | $2,343-56.6% |
| Participant deferral / active EE | $2,402 | $5,051-52.5% | $6,247-61.6% | $3,332-27.9% |
| Admin fee / account holder | $229 | $5,421-95.8% | $9,244-97.5% | $4,645-95.1% |