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 | $16,068 | $63,346-74.6% | $92,239-82.6% | $70,124-77.1% |
| Participation rate | 52.1% | 68.7%-16.6pp | 76.5%-24.4pp | 69.5%-17.5pp |
| Annual return | 18.69% | 530.19%-511.5pp | 176.29%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,057 | $2,471-57.2% | $3,680-71.3% | $2,342-54.9% |
| Participant deferral / active EE | $1,921 | $2,854-32.7% | $3,897-50.7% | $3,332-42.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |