Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,476 | $65,027-73.1% | $90,970-80.8% | $79,852-78.1% |
| Participation rate | 59.1% | 61.6%-2.5pp | 69.0%-9.9pp | 69.6%-10.5pp |
| Annual return | 436.85% | 30.45%+406.4pp | 134.58%+302.3pp | 31.72%+405.1pp |
| Employer contribution / active EE | $528 | $1,247-57.7% | $2,122-75.1% | $2,471-78.6% |
| Participant deferral / active EE | $2,017 | $2,512-19.7% | $3,373-40.2% | $3,740-46.1% |
| Admin fee / account holder | $122 | $4,535-97.3% | $5,960-97.9% | $5,306-97.7% |