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 | $10,226 | $160,040-93.6% | $147,096-93.0% | $145,877-93.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 61.71% | 98.49%-36.8pp | 419.75%-358.0pp | 551.28%-489.6pp |
| Employer contribution / active EE | $2,320 | $5,289-56.1% | $4,936-53.0% | $4,663-50.2% |
| Participant deferral / active EE | $5,476 | $8,429-35.0% | $8,071-32.1% | $6,691-18.1% |
| Admin fee / account holder | $181 | $15,050-98.8% | $13,005-98.6% | $13,402-98.7% |