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 | $13,205 | $65,364-79.8% | $92,909-85.8% | $72,975-81.9% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 21.52% | 42.11%-20.6pp | 109.44%-87.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $650 | $2,594-75.0% | $3,653-82.2% | $2,440-73.4% |
| Participant deferral / active EE | $2,026 | $3,128-35.2% | $4,238-52.2% | $3,608-43.8% |
| Admin fee / account holder | $150 | $4,251-96.5% | $5,795-97.4% | $5,124-97.1% |