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 | $8,151 | $84,236-90.3% | $170,435-95.2% | $70,126-88.4% |
| Participation rate | 31.4% | 70.8%-39.5pp | 83.6%-52.2pp | 69.5%-38.2pp |
| Annual return | 74.97% | 23.06%+51.9pp | 205.94%-131.0pp | 73.15%+1.8pp |
| Employer contribution / active EE | $409 | $3,387-87.9% | $5,432-92.5% | $2,343-82.5% |
| Participant deferral / active EE | $1,768 | $3,086-42.7% | $4,939-64.2% | $3,332-46.9% |
| Admin fee / account holder | $180 | $5,698-96.8% | $13,881-98.7% | $4,645-96.1% |