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 | $17,871 | $101,795-82.4% | $165,100-89.2% | $80,959-77.9% |
| Participation rate | 39.5% | 71.8%-32.4pp | 78.6%-39.1pp | 67.7%-28.2pp |
| Annual return | 20.42% | 16.73%+3.7pp | 70.21%-49.8pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,006 | $2,954-65.9% | $4,348-76.9% | $2,757-63.5% |
| Participant deferral / active EE | $1,965 | $4,476-56.1% | $6,035-67.4% | $4,300-54.3% |
| Admin fee / account holder | $149 | $8,221-98.2% | $12,696-98.8% | $6,925-97.8% |