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 | $11,634 | $185,312-93.7% | $161,489-92.8% | $154,746-92.5% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 30.45% | 103.84%-73.4pp | 89.72%-59.3pp | 172.34%-141.9pp |
| Employer contribution / active EE | $1,761 | $4,769-63.1% | $4,268-58.7% | $4,379-59.8% |
| Participant deferral / active EE | $2,171 | $6,350-65.8% | $5,630-61.4% | $6,730-67.7% |
| Admin fee / account holder | $49 | $18,654-99.7% | $16,006-99.7% | $14,365-99.7% |