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 | $1,665 | $51,606-96.8% | $129,339-98.7% | $80,911-97.9% |
| Participation rate | 62.5% | 57.0%+5.5pp | 69.6%-7.1pp | 67.6%-5.1pp |
| Annual return | 15.55% | 20.76%-5.2pp | 9437.05%-9421.5pp | 35.63%-20.1pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $814 | $2,669-69.5% | $4,170-80.5% | $4,297-81.1% |
| Admin fee / account holder | $57 | $4,310-98.7% | $7,668-99.3% | $6,935-99.2% |