Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,502 | $165,361-92.4% | $149,715-91.6% | $158,950-92.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 42.87% | 348.24%-305.4pp | 276.66%-233.8pp | 302.91%-260.0pp |
| Employer contribution / active EE | $1,316 | $5,103-74.2% | $4,645-71.7% | $4,762-72.4% |
| Participant deferral / active EE | $4,496 | $7,182-37.4% | $6,842-34.3% | $5,983-24.8% |
| Admin fee / account holder | $37 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |