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 | $5,134 | $58,311-91.2% | $81,882-93.7% | $80,959-93.7% |
| Participation rate | 59.0% | 63.5%-4.5pp | 72.4%-13.4pp | 67.7%-8.7pp |
| Annual return | 141.99% | 41.85%+100.1pp | 779.47%-637.5pp | 35.67%+106.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,182 | $3,287-64.0% | $4,323-72.7% | $4,300-72.5% |
| Admin fee / account holder | $39 | $4,752-99.2% | $7,360-99.5% | $6,925-99.4% |