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 | $8,348 | $211,224-96.0% | $178,505-95.3% | $145,897-94.3% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 14.31% | 30.28%-16.0pp | 27.16%-12.8pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,335 | $6,966-66.5% | $6,280-62.8% | $6,689-65.1% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |