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 | $15,975 | $183,592-91.3% | $155,574-89.7% | $145,877-89.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 31.69% | 61.37%-29.7pp | 64.87%-33.2pp | 551.28%-519.6pp |
| Employer contribution / active EE | $1,948 | $5,317-63.4% | $4,676-58.3% | $4,663-58.2% |
| Participant deferral / active EE | $4,185 | $6,466-35.3% | $5,629-25.7% | $6,691-37.5% |
| Admin fee / account holder | $33 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |