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 | $5,624 | $103,008-94.5% | $90,304-93.8% | $152,897-96.3% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.5%-28.6pp |
| Annual return | 57.87% | 95.22%-37.4pp | 78.13%-20.3pp | 345.43%-287.6pp |
| Employer contribution / active EE | $789 | $3,139-74.9% | $2,855-72.4% | $4,764-83.4% |
| Participant deferral / active EE | $1,444 | $4,281-66.3% | $3,885-62.8% | $5,851-75.3% |
| Admin fee / account holder | $28 | $6,175-99.5% | $5,354-99.5% | $11,599-99.8% |