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 | $11,062 | $68,880-83.9% | $120,580-90.8% | $80,959-86.3% |
| Participation rate | 28.6% | 61.7%-33.1pp | 72.0%-43.4pp | 67.7%-39.1pp |
| Annual return | 16.92% | 23.68%-6.8pp | 107.48%-90.6pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,071 | $2,066-48.1% | $3,469-69.1% | $2,757-61.1% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $20 | $5,785-99.7% | $9,418-99.8% | $6,925-99.7% |