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 | $9,354 | $57,312-83.7% | $86,617-89.2% | $75,181-87.6% |
| Participation rate | 47.2% | 63.2%-16.0pp | 71.7%-24.5pp | 67.2%-20.0pp |
| Annual return | 20.30% | 2672.78%-2652.5pp | 591.91%-571.6pp | 160.69%-140.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,469 | $3,319-55.7% | $4,437-66.9% | $4,126-64.4% |
| Admin fee / account holder | $164 | $4,114-96.0% | $5,613-97.1% | $5,650-97.1% |