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 | $8,896 | $72,486-87.7% | $87,103-89.8% | $72,976-87.8% |
| Participation rate | 40.7% | 72.8%-32.1pp | 76.9%-36.2pp | 69.5%-28.8pp |
| Annual return | 21.77% | 24.46%-2.7pp | 28.19%-6.4pp | 81.02%-59.2pp |
| Employer contribution / active EE | $506 | $1,894-73.3% | $2,521-79.9% | $2,440-79.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $79 | $5,055-98.4% | $7,491-98.9% | $5,124-98.5% |