Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,444 | $96,643-93.3% | $86,617-92.6% | $139,456-95.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 71.09% | 106.57%-35.5pp | 591.91%-520.8pp | 373.45%-302.4pp |
| Employer contribution / active EE | $1,315 | $3,264-59.7% | $3,023-56.5% | $4,753-72.3% |
| Participant deferral / active EE | $1,972 | $4,835-59.2% | $4,437-55.6% | $6,711-70.6% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |