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 | $22,087 | $102,422-78.4% | $147,117-85.0% | $80,959-72.7% |
| Participation rate | 64.4% | 75.9%-11.4pp | 82.2%-17.7pp | 67.7%-3.2pp |
| Annual return | 16.80% | 135.16%-118.4pp | 420.54%-403.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $2,873 | $3,717-22.7% | $4,932-41.8% | $2,757+4.2% |
| Participant deferral / active EE | $4,809 | $6,652-27.7% | $8,065-40.4% | $4,300+11.8% |
| Admin fee / account holder | $43 | $7,953-99.5% | $12,993-99.7% | $6,925-99.4% |