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 | $22,227 | $101,795-78.2% | $165,100-86.5% | $80,959-72.5% |
| Participation rate | 28.0% | 71.8%-43.8pp | 78.6%-50.6pp | 67.7%-39.7pp |
| Annual return | 17.93% | 16.73%+1.2pp | 70.21%-52.3pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,743 | $4,476-38.7% | $6,035-54.5% | $4,300-36.2% |
| Admin fee / account holder | $203 | $8,221-97.5% | $12,696-98.4% | $6,925-97.1% |