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 | $9,742 | $52,580-81.5% | $71,671-86.4% | $70,126-86.1% |
| Participation rate | 33.3% | 60.9%-27.5pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 41.09% | 20.25%+20.8pp | 20.65%+20.4pp | 73.15%-32.1pp |
| Employer contribution / active EE | $826 | $1,616-48.9% | $2,460-66.4% | $2,343-64.8% |
| Participant deferral / active EE | $1,276 | $2,386-46.5% | $3,438-62.9% | $3,332-61.7% |
| Admin fee / account holder | $14 | $3,653-99.6% | $5,558-99.8% | $4,645-99.7% |