Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,692 | $109,372-92.1% | $89,414-90.3% | $158,966-94.5% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 386.44% | 345.55%+40.9pp | 245.50%+140.9pp | 302.95%+83.5pp |
| Employer contribution / active EE | $813 | $3,171-74.4% | $2,586-68.6% | $4,762-82.9% |
| Participant deferral / active EE | $2,125 | $4,598-53.8% | $3,890-45.4% | $5,983-64.5% |
| Admin fee / account holder | $18 | $6,156-99.7% | $4,883-99.6% | $11,250-99.8% |