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 | $9,024 | $57,541-84.3% | $95,740-90.6% | $75,173-88.0% |
| Participation rate | 25.9% | 62.5%-36.6pp | 72.3%-46.3pp | 67.2%-41.3pp |
| Annual return | 30.34% | 34.93%-4.6pp | 28.41%+1.9pp | 160.72%-130.4pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,317 | $3,074-57.2% | $4,244-69.0% | $4,126-68.1% |
| Admin fee / account holder | $149 | $4,099-96.4% | $5,676-97.4% | $5,651-97.4% |