Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,109 | $106,749-79.3% | $145,433-84.8% | $82,448-73.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 22.32% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,691 | $3,444-50.9% | $4,554-62.9% | $2,551-33.7% |
| Participant deferral / active EE | $2,607 | $6,519-60.0% | $7,897-67.0% | $4,139-37.0% |
| Admin fee / account holder | $280 | $8,390-96.7% | $13,129-97.9% | $7,234-96.1% |