Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,250 | $57,305-90.8% | $86,640-93.9% | $75,173-93.0% |
| Participation rate | 44.6% | 63.2%-18.6pp | 71.7%-27.1pp | 67.2%-22.6pp |
| Annual return | 24.90% | 2674.24%-2649.3pp | 592.52%-567.6pp | 160.72%-135.8pp |
| Employer contribution / active EE | $341 | $2,316-85.3% | $3,024-88.7% | $2,671-87.2% |
| Participant deferral / active EE | $1,094 | $3,320-67.0% | $4,438-75.3% | $4,126-73.5% |
| Admin fee / account holder | $121 | $4,116-97.0% | $5,616-97.8% | $5,651-97.9% |