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 | $5,537 | $99,345-94.4% | $84,753-93.5% | $273,972-98.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 25.83% | 22.93%+2.9pp | 22.78%+3.1pp | 41.46%-15.6pp |
| Employer contribution / active EE | $1,710 | $4,214-59.4% | $3,574-52.2% | $4,869-64.9% |
| Participant deferral / active EE | $2,539 | $4,270-40.5% | $3,712-31.6% | $5,287-52.0% |
| Admin fee / account holder | $54 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |