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 | $6,816 | $56,339-87.9% | $104,301-93.5% | $68,486-90.0% |
| Participation rate | 52.4% | 63.3%-10.9pp | 73.3%-20.9pp | 67.9%-15.5pp |
| Annual return | 29.71% | -9.19%+38.9pp | 24.61%+5.1pp | -7.85%+37.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,981 | $3,077-35.6% | $4,626-57.2% | $4,028-50.8% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,404-100.0% |