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 | $11,249 | $175,231-93.6% | $149,696-92.5% | $139,466-91.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 40.41% | 166.77%-126.4pp | 134.46%-94.0pp | 373.66%-333.3pp |
| Employer contribution / active EE | $1,140 | $5,478-79.2% | $4,821-76.4% | $4,754-76.0% |
| Participant deferral / active EE | $3,560 | $6,521-45.4% | $5,682-37.4% | $6,712-47.0% |
| Admin fee / account holder | $125 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |