Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,031 | $108,285-96.3% | $77,552-94.8% | $158,982-97.5% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 19.41% | 31.69%-12.3pp | 54.82%-35.4pp | 302.99%-283.6pp |
| Employer contribution / active EE | $200 | $1,325-84.9% | $987-79.7% | $4,763-95.8% |
| Participant deferral / active EE | $300 | $2,455-87.8% | $1,861-83.9% | $5,983-95.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |