Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,748 | $87,733-68.4% | $106,554-74.0% | $85,851-67.7% |
| Participation rate | 65.1% | 71.9%-6.8pp | 76.1%-11.0pp | 69.3%-4.2pp |
| Annual return | 16.16% | 21.86%-5.7pp | 26.80%-10.6pp | 318.63%-302.5pp |
| Employer contribution / active EE | $1,744 | $2,073-15.9% | $2,819-38.1% | $2,565-32.0% |
| Participant deferral / active EE | $2,976 | $3,469-14.2% | $4,398-32.3% | $3,952-24.7% |
| Admin fee / account holder | $280 | $6,767-95.9% | $7,408-96.2% | $6,261-95.5% |