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 | $9,176 | $81,504-88.7% | $102,437-91.0% | $80,959-88.7% |
| Participation rate | 67.7% | 66.9%+0.9pp | 74.5%-6.8pp | 67.7%+0.1pp |
| Annual return | 13.44% | 25.60%-12.2pp | 24.95%-11.5pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,111 | $3,104-64.2% | $3,871-71.3% | $2,757-59.7% |
| Participant deferral / active EE | $2,001 | $3,871-48.3% | $5,060-60.5% | $4,300-53.5% |
| Admin fee / account holder | $41 | $6,719-99.4% | $8,388-99.5% | $6,925-99.4% |