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 | $13,144 | $185,312-92.9% | $161,489-91.9% | $154,746-91.5% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.7%-37.5pp | 80.7%-39.5pp |
| Annual return | 26.57% | 103.84%-77.3pp | 89.72%-63.2pp | 172.34%-145.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,197 | $6,350-49.7% | $5,630-43.2% | $6,730-52.5% |
| Admin fee / account holder | $247 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |