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 | $11,922 | $80,812-85.2% | $160,784-92.6% | $82,448-85.5% |
| Participation rate | 38.7% | 66.2%-27.5pp | 77.0%-38.2pp | 68.1%-29.4pp |
| Annual return | 25.76% | 100.59%-74.8pp | 1803.92%-1778.2pp | 41.64%-15.9pp |
| Employer contribution / active EE | $740 | $2,174-66.0% | $3,733-80.2% | $2,551-71.0% |
| Participant deferral / active EE | $1,650 | $4,335-61.9% | $6,293-73.8% | $4,139-60.1% |
| Admin fee / account holder | $53 | $7,695-99.3% | $9,717-99.5% | $7,234-99.3% |