Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,222 | $86,940-82.5% | $102,434-85.1% | $80,935-81.2% |
| Participation rate | 60.2% | 72.4%-12.1pp | 76.5%-16.3pp | 67.7%-7.4pp |
| Annual return | 14.06% | 18.89%-4.8pp | 29.46%-15.4pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,033 | $2,370-56.4% | $3,023-65.8% | $2,757-62.5% |
| Participant deferral / active EE | $2,575 | $4,121-37.5% | $5,055-49.1% | $4,299-40.1% |
| Admin fee / account holder | $249 | $8,047-96.9% | $9,462-97.4% | $6,924-96.4% |