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 | $24,046 | $98,776-75.7% | $149,745-83.9% | $79,856-69.9% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 16.93% | 27.38%-10.4pp | 276.72%-259.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,073 | $3,217-66.7% | $4,646-76.9% | $2,471-56.6% |
| Participant deferral / active EE | $2,762 | $5,681-51.4% | $6,843-59.6% | $3,741-26.2% |
| Admin fee / account holder | $101 | $6,053-98.3% | $9,312-98.9% | $5,306-98.1% |