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 | $25,273 | $168,635-85.0% | $147,617-82.9% | $125,389-79.8% |
| Participation rate | 61.5% | 88.8%-27.2pp | 84.6%-23.1pp | 83.2%-21.7pp |
| Annual return | -3.10% | 77.65%-80.7pp | 61.98%-65.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,067 | $5,507-62.5% | $4,895-57.8% | $5,352-61.4% |
| Admin fee / account holder | $93 | $13,580-99.3% | $11,612-99.2% | $9,541-99.0% |