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 | $14,735 | $107,363-86.3% | $92,909-84.1% | $152,897-90.4% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 26.01% | 145.63%-119.6pp | 109.44%-83.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $1,014 | $4,222-76.0% | $3,653-72.3% | $4,764-78.7% |
| Participant deferral / active EE | $1,363 | $4,848-71.9% | $4,238-67.8% | $5,851-76.7% |
| Admin fee / account holder | $42 | $7,082-99.4% | $5,795-99.3% | $11,599-99.6% |