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 | $10,525 | $135,956-92.3% | $123,894-91.5% | $273,972-96.2% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 22.41% | 56.63%-34.2pp | 47.52%-25.1pp | 41.46%-19.0pp |
| Employer contribution / active EE | $2,878 | $5,170-44.3% | $4,617-37.7% | $4,869-40.9% |
| Participant deferral / active EE | $3,519 | $6,343-44.5% | $5,984-41.2% | $5,287-33.4% |
| Admin fee / account holder | $194 | $9,817-98.0% | $8,357-97.7% | $10,133-98.1% |