Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,910 | $56,339-78.9% | $104,301-88.6% | $68,495-82.6% |
| Participation rate | 67.3% | 63.3%+4.1pp | 73.3%-5.9pp | 67.9%-0.5pp |
| Annual return | -18.61% | -9.19%-9.4pp | 24.61%-43.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $942 | $1,960-51.9% | $3,373-72.1% | $2,596-63.7% |
| Participant deferral / active EE | $2,095 | $3,077-31.9% | $4,626-54.7% | $4,028-48.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,403-100.0% |