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 | $8,883 | $73,787-88.0% | $98,716-91.0% | $82,448-89.2% |
| Participation rate | 42.5% | 61.4%-18.9pp | 69.3%-26.8pp | 68.1%-25.6pp |
| Annual return | 21.52% | 18.57%+3.0pp | 31.81%-10.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,621 | $3,081-47.4% | $4,048-59.9% | $4,139-60.8% |
| Admin fee / account holder | $46 | $6,500-99.3% | $8,703-99.5% | $7,234-99.4% |