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 | $9,216 | $129,737-92.9% | $119,126-92.3% | $154,746-94.0% |
| Participation rate | 64.7% | 78.9%-14.1pp | 75.8%-11.1pp | 80.7%-16.0pp |
| Annual return | 26.93% | 379.08%-352.1pp | 282.11%-255.2pp | 172.34%-145.4pp |
| Employer contribution / active EE | $1,156 | $4,375-73.6% | $4,034-71.4% | $4,379-73.6% |
| Participant deferral / active EE | $2,915 | $5,842-50.1% | $5,318-45.2% | $6,730-56.7% |
| Admin fee / account holder | $262 | $11,961-97.8% | $10,693-97.5% | $14,365-98.2% |