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 | $13,265 | $87,546-84.8% | $75,784-82.5% | $125,389-89.4% |
| Participation rate | 68.4% | 80.2%-11.8pp | 75.8%-7.4pp | 83.2%-14.8pp |
| Annual return | -0.49% | 13.49%-14.0pp | 9.68%-10.2pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,223 | $3,930-68.9% | $3,323-63.2% | $4,866-74.9% |
| Participant deferral / active EE | $2,327 | $4,230-45.0% | $3,652-36.3% | $5,352-56.5% |
| Admin fee / account holder | $15 | $6,503-99.8% | $5,300-99.7% | $9,541-99.8% |