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 | $15,249 | $152,592-90.0% | $125,180-87.8% | $152,885-90.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 39.53% | 54.84%-15.3pp | 43.79%-4.3pp | 345.39%-305.9pp |
| Employer contribution / active EE | $2,888 | $4,947-41.6% | $3,866-25.3% | $4,763-39.4% |
| Participant deferral / active EE | $5,937 | $5,868+1.2% | $4,937+20.3% | $5,851+1.5% |
| Admin fee / account holder | $14 | $13,435-99.9% | $9,703-99.9% | $11,598-99.9% |