Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,399 | $80,992-83.5% | $96,534-86.1% | $75,173-82.2% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 22.98% | 27.05%-4.1pp | 25.88%-2.9pp | 160.72%-137.7pp |
| Employer contribution / active EE | $1,698 | $2,283-25.6% | $2,965-42.8% | $2,671-36.4% |
| Participant deferral / active EE | $2,819 | $3,929-28.3% | $4,851-41.9% | $4,126-31.7% |
| Admin fee / account holder | $77 | $6,717-98.9% | $8,253-99.1% | $5,651-98.6% |