Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,832 | $91,179-91.4% | $178,499-95.6% | $79,852-90.2% |
| Participation rate | 54.3% | 69.2%-15.0pp | 81.9%-27.7pp | 69.6%-15.4pp |
| Annual return | 236.92% | 24.19%+212.7pp | 151.10%+85.8pp | 31.72%+205.2pp |
| Employer contribution / active EE | $522 | $3,256-84.0% | $5,011-89.6% | $2,471-78.9% |
| Participant deferral / active EE | $931 | $3,236-71.2% | $5,202-82.1% | $3,740-75.1% |
| Admin fee / account holder | $114 | $6,749-98.3% | $13,986-99.2% | $5,306-97.8% |