Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,667 | $176,120-91.7% | $159,487-90.8% | $167,553-91.2% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 29.19% | 331.95%-302.8pp | 263.71%-234.5pp | 478.89%-449.7pp |
| Employer contribution / active EE | $1,226 | $5,299-76.9% | $4,831-74.6% | $4,840-74.7% |
| Participant deferral / active EE | $3,023 | $7,752-61.0% | $7,354-58.9% | $6,343-52.3% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |