Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,048 | $71,192-76.1% | $117,861-85.5% | $62,293-72.6% |
| Participation rate | 52.5% | 74.2%-21.7pp | 79.7%-27.1pp | 69.5%-17.0pp |
| Annual return | 25.57% | 18.66%+6.9pp | 335.11%-309.5pp | 28.90%-3.3pp |
| Employer contribution / active EE | $1,552 | $1,934-19.8% | $3,786-59.0% | $2,042-24.0% |
| Participant deferral / active EE | $3,111 | $3,189-2.5% | $4,482-30.6% | $3,169-1.8% |
| Admin fee / account holder | $7 | $587-98.8% | $8,021-99.9% | $479-98.5% |