Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,435 | $185,883-92.8% | $170,043-92.1% | $139,466-90.4% |
| Participation rate | 52.9% | 87.8%-34.8pp | 87.0%-34.1pp | 80.3%-27.4pp |
| Annual return | 68.61% | 60.54%+8.1pp | 53.40%+15.2pp | 373.66%-305.1pp |
| Employer contribution / active EE | $1,646 | $7,596-78.3% | $6,790-75.8% | $4,754-65.4% |
| Participant deferral / active EE | $3,848 | $11,626-66.9% | $10,410-63.0% | $6,712-42.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |