Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,457 | $183,516-92.1% | $155,534-90.7% | $145,884-90.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 17.43% | 61.43%-44.0pp | 64.92%-47.5pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,059 | $5,315-80.1% | $4,675-77.3% | $4,662-77.3% |
| Participant deferral / active EE | $3,369 | $6,467-47.9% | $5,630-40.2% | $6,690-49.6% |
| Admin fee / account holder | $58 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |