Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,331 | $58,851-82.4% | $115,170-91.0% | $72,983-85.8% |
| Participation rate | 57.7% | 65.5%-7.9pp | 75.9%-18.2pp | 69.5%-11.8pp |
| Annual return | 135.68% | 23.16%+112.5pp | 35.60%+100.1pp | 81.01%+54.7pp |
| Employer contribution / active EE | $969 | $1,798-46.1% | $3,179-69.5% | $2,440-60.3% |
| Participant deferral / active EE | $4,566 | $2,643+72.8% | $4,169+9.5% | $3,608+26.6% |
| Admin fee / account holder | $5 | $6,370-99.9% | $7,089-99.9% | $5,124-99.9% |