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 | $16,561 | $86,949-81.0% | $102,460-83.8% | $80,959-79.5% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.4pp | 67.7%-21.5pp |
| Annual return | 13.09% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,320 | $2,370-44.3% | $3,025-56.4% | $2,757-52.1% |
| Participant deferral / active EE | $1,857 | $4,121-54.9% | $5,056-63.3% | $4,300-56.8% |
| Admin fee / account holder | $168 | $8,048-97.9% | $9,460-98.2% | $6,925-97.6% |