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 | $18,516 | $165,399-88.8% | $149,745-87.6% | $158,982-88.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 111.32% | 348.34%-237.0pp | 276.72%-165.4pp | 302.99%-191.7pp |
| Employer contribution / active EE | $2,300 | $5,105-55.0% | $4,646-50.5% | $4,763-51.7% |
| Participant deferral / active EE | $4,922 | $7,183-31.5% | $6,843-28.1% | $5,983-17.7% |
| Admin fee / account holder | $75 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |