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 | $14,462 | $69,444-79.2% | $92,985-84.4% | $87,485-83.5% |
| Participation rate | 25.0% | 63.3%-38.3pp | 69.5%-44.5pp | 68.9%-43.9pp |
| Annual return | 21.79% | 23.85%-2.1pp | 27.99%-6.2pp | 26.06%-4.3pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,286 | $3,364-61.8% | $4,377-70.6% | $4,274-69.9% |
| Admin fee / account holder | $50 | $6,137-99.2% | $9,463-99.5% | $7,775-99.4% |