Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,273 | $58,241-92.7% | $81,780-94.8% | $80,911-94.7% |
| Participation rate | 55.6% | 63.4%-7.9pp | 72.4%-16.8pp | 67.6%-12.1pp |
| Annual return | 22.63% | 41.73%-19.1pp | 776.27%-753.6pp | 35.63%-13.0pp |
| Employer contribution / active EE | $770 | $2,343-67.2% | $2,914-73.6% | $2,756-72.1% |
| Participant deferral / active EE | $905 | $3,283-72.4% | $4,321-79.1% | $4,297-78.9% |
| Admin fee / account holder | $33 | $4,973-99.3% | $7,384-99.6% | $6,935-99.5% |