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 | $10,841 | $78,707-86.2% | $117,861-90.8% | $70,126-84.5% |
| Participation rate | 63.3% | 73.2%-9.9pp | 79.7%-16.3pp | 69.5%-6.2pp |
| Annual return | 14.85% | 23.30%-8.4pp | 335.11%-320.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $624 | $2,223-71.9% | $3,786-83.5% | $2,343-73.4% |
| Participant deferral / active EE | $1,780 | $3,297-46.0% | $4,482-60.3% | $3,332-46.6% |
| Admin fee / account holder | $33 | $5,066-99.3% | $8,021-99.6% | $4,645-99.3% |