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 | $10,495 | $148,582-92.9% | $135,942-92.3% | $139,456-92.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 50.31% | 79.26%-28.9pp | 68.28%-18.0pp | 373.45%-323.1pp |
| Employer contribution / active EE | $1,272 | $5,245-75.7% | $4,858-73.8% | $4,753-73.2% |
| Participant deferral / active EE | $3,371 | $8,101-58.4% | $7,759-56.6% | $6,711-49.8% |
| Admin fee / account holder | $28 | $12,402-99.8% | $10,764-99.7% | $11,407-99.8% |