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 | $12,447 | $217,432-94.3% | $185,849-93.3% | $167,536-92.6% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 18.83% | 148.42%-129.6pp | 122.10%-103.3pp | 478.82%-460.0pp |
| Employer contribution / active EE | $2,003 | $5,875-65.9% | $5,169-61.3% | $4,839-58.6% |
| Participant deferral / active EE | $4,988 | $6,357-21.5% | $5,569-10.4% | $6,342-21.4% |
| Admin fee / account holder | $65 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |