Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,575 | $127,296-94.0% | $109,907-93.1% | $167,536-95.5% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.2%-44.2pp | 82.1%-52.1pp |
| Annual return | 25.24% | 22.97%+2.3pp | 29.46%-4.2pp | 478.82%-453.6pp |
| Employer contribution / active EE | $537 | $3,325-83.9% | $2,844-81.1% | $4,839-88.9% |
| Participant deferral / active EE | $1,085 | $4,513-76.0% | $4,047-73.2% | $6,342-82.9% |
| Admin fee / account holder | $40 | $7,119-99.4% | $6,069-99.3% | $12,315-99.7% |