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 | $11,144 | $50,958-78.1% | $74,552-85.1% | $64,181-82.6% |
| Participation rate | 63.9% | 61.1%+2.8pp | 69.1%-5.3pp | 69.6%-5.7pp |
| Annual return | -5.73% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,396 | $1,115+25.2% | $1,961-28.8% | $2,381-41.4% |
| Participant deferral / active EE | $2,019 | $2,301-12.3% | $3,108-35.0% | $3,470-41.8% |
| Admin fee / account holder | $261 | $4,223-93.8% | $5,060-94.9% | $4,887-94.7% |