Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,071 | $168,635-89.9% | $147,617-88.4% | $125,389-86.4% |
| Participation rate | 28.6% | 88.8%-60.2pp | 84.6%-56.0pp | 83.2%-54.6pp |
| Annual return | -2.88% | 77.65%-80.5pp | 61.98%-64.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,902 | $5,507-65.5% | $4,895-61.2% | $5,352-64.5% |
| Admin fee / account holder | $172 | $13,580-98.7% | $11,612-98.5% | $9,541-98.2% |