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 | $10,016 | $52,306-80.9% | $69,779-85.6% | $62,881-84.1% |
| Participation rate | 40.4% | 67.2%-26.8pp | 71.8%-31.4pp | 69.3%-28.9pp |
| Annual return | 14.31% | 13.35%+1.0pp | 12.99%+1.3pp | 20.14%-5.8pp |
| Employer contribution / active EE | $634 | $1,799-64.8% | $2,338-72.9% | $2,281-72.2% |
| Participant deferral / active EE | $1,759 | $2,395-26.6% | $2,931-40.0% | $3,203-45.1% |
| Admin fee / account holder | $13 | $3,691-99.7% | $4,381-99.7% | $4,296-99.7% |