Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,828 | $90,400-85.8% | $186,193-93.1% | $87,485-85.3% |
| Participation rate | 40.5% | 66.2%-25.7pp | 77.1%-36.6pp | 68.9%-28.4pp |
| Annual return | 20.60% | 22.15%-1.5pp | 78.03%-57.4pp | 26.06%-5.5pp |
| Employer contribution / active EE | $647 | $2,170-70.2% | $3,918-83.5% | $2,596-75.1% |
| Participant deferral / active EE | $1,493 | $4,330-65.5% | $6,513-77.1% | $4,274-65.1% |
| Admin fee / account holder | $178 | $8,673-97.9% | $11,058-98.4% | $7,775-97.7% |