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 | $13,446 | $72,471-81.4% | $94,215-85.7% | $86,983-84.5% |
| Participation rate | 52.0% | 63.9%-11.9pp | 70.0%-18.0pp | 69.5%-17.5pp |
| Annual return | 17.03% | 26.44%-9.4pp | 28.22%-11.2pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,052 | $1,936-45.7% | $2,675-60.7% | $2,584-59.3% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $6,468-100.0% | $10,216-100.0% | $7,856-100.0% |