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 | $21,376 | $180,459-88.2% | $154,108-86.1% | $135,380-84.2% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -3.72% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $1,388 | $6,035-77.0% | $5,298-73.8% | $4,779-71.0% |
| Participant deferral / active EE | $2,101 | $5,806-63.8% | $5,081-58.6% | $5,609-62.5% |
| Admin fee / account holder | $36 | $16,145-99.8% | $13,411-99.7% | $10,828-99.7% |