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 | $18,417 | $72,177-74.5% | $115,038-84.0% | $59,633-69.1% |
| Participation rate | 58.0% | 72.6%-14.6pp | 81.4%-23.4pp | 68.7%-10.7pp |
| Annual return | 169.01% | 12.02%+157.0pp | 26.14%+142.9pp | 2041.45%-1872.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,989 | $4,783+46.1% | $6,026+16.0% | $3,192+119.0% |
| Admin fee / account holder | $4 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |