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 | $3,556 | $57,119-93.8% | $85,187-95.8% | $80,935-95.6% |
| Participation rate | 60.9% | 56.4%+4.5pp | 67.5%-6.7pp | 67.7%-6.8pp |
| Annual return | 16.30% | 21.70%-5.4pp | 66.67%-50.4pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,255 | $3,115-59.7% | $4,525-72.3% | $4,299-70.8% |
| Admin fee / account holder | $74 | $4,990-98.5% | $6,162-98.8% | $6,924-98.9% |