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 | $18,119 | $197,819-90.8% | $155,789-88.4% | $125,389-85.5% |
| Participation rate | 44.4% | 82.1%-37.6pp | 76.1%-31.7pp | 83.2%-38.7pp |
| Annual return | -0.71% | 86.73%-87.4pp | 71.54%-72.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,612 | $5,631-71.4% | $4,798-66.4% | $5,352-69.9% |
| Admin fee / account holder | $51 | $9,544-99.5% | $7,477-99.3% | $9,541-99.5% |