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 | $8,307 | $52,580-84.2% | $71,671-88.4% | $70,126-88.2% |
| Participation rate | 62.7% | 60.9%+1.8pp | 68.7%-6.0pp | 69.5%-6.8pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,813 | $1,616+12.2% | $2,460-26.3% | $2,343-22.6% |
| Participant deferral / active EE | $3,663 | $2,386+53.5% | $3,438+6.5% | $3,332+9.9% |
| Admin fee / account holder | $139 | $3,653-96.2% | $5,558-97.5% | $4,645-97.0% |