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 | $28,451 | $105,284-73.0% | $150,734-81.1% | $94,015-69.7% |
| Participation rate | 42.5% | 71.7%-29.2pp | 78.4%-35.9pp | 70.8%-28.3pp |
| Annual return | 22.48% | 15.67%+6.8pp | 600.81%-578.3pp | 17.84%+4.6pp |
| Employer contribution / active EE | $1,598 | $3,599-55.6% | $4,918-67.5% | $2,790-42.7% |
| Participant deferral / active EE | $2,858 | $4,274-33.1% | $5,610-49.1% | $4,249-32.7% |
| Admin fee / account holder | $255 | $9,839-97.4% | $14,905-98.3% | $8,951-97.2% |