Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,544 | $197,637-86.1% | $177,848-84.5% | $158,982-82.7% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.7%-50.2pp | 82.0%-44.5pp |
| Annual return | 68749.31% | 58.77%+68690.5pp | 48.33%+68701.0pp | 302.99%+68446.3pp |
| Employer contribution / active EE | $2,047 | $6,698-69.4% | $5,919-65.4% | $4,763-57.0% |
| Participant deferral / active EE | $3,379 | $8,405-59.8% | $7,714-56.2% | $5,983-43.5% |
| Admin fee / account holder | $152 | $15,406-99.0% | $12,431-98.8% | $11,252-98.6% |