Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,059 | $115,866-96.5% | $65,328-93.8% | $139,456-97.1% |
| Participation rate | 62.5% | 67.8%-5.3pp | 64.9%-2.4pp | 80.3%-17.8pp |
| Annual return | 97.44% | 31.21%+66.2pp | 47.39%+50.1pp | 373.45%-276.0pp |
| Employer contribution / active EE | $962 | $2,600-63.0% | $1,692-43.2% | $4,753-79.8% |
| Participant deferral / active EE | $1,362 | $4,242-67.9% | $2,832-51.9% | $6,711-79.7% |
| Admin fee / account holder | $104 | $6,705-98.4% | $4,116-97.5% | $11,407-99.1% |