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 | $4,257 | $116,167-96.3% | $64,489-93.4% | $137,256-96.9% |
| Participation rate | 61.9% | 68.2%-6.3pp | 67.7%-5.8pp | 80.0%-18.1pp |
| Annual return | 14.55% | 36.55%-22.0pp | 55.03%-40.5pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $123 | $6,188-98.0% | $4,260-97.1% | $12,270-99.0% |