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 | $10,192 | $61,391-83.4% | $149,723-93.2% | $71,529-85.8% |
| Participation rate | 33.1% | 62.5%-29.4pp | 78.8%-45.7pp | 67.9%-34.9pp |
| Annual return | 46.35% | 35.88%+10.5pp | 134.50%-88.1pp | 28.97%+17.4pp |
| Employer contribution / active EE | $564 | $2,384-76.4% | $4,821-88.3% | $2,590-78.2% |
| Participant deferral / active EE | $1,646 | $2,921-43.6% | $5,682-71.0% | $4,291-61.6% |
| Admin fee / account holder | $107 | $1,264-91.5% | $13,215-99.2% | $1,588-93.3% |