Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,815 | $116,190-88.1% | $93,614-85.2% | $152,885-91.0% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 26.60% | 35.96%-9.4pp | 32.76%-6.2pp | 345.39%-318.8pp |
| Employer contribution / active EE | $1,256 | $3,219-61.0% | $2,718-53.8% | $4,763-73.6% |
| Participant deferral / active EE | $1,342 | $4,604-70.9% | $4,069-67.0% | $5,851-77.1% |
| Admin fee / account holder | $216 | $10,749-98.0% | $7,889-97.3% | $11,598-98.1% |