Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,914 | $84,236-87.0% | $170,435-93.6% | $70,126-84.4% |
| Participation rate | 56.8% | 70.8%-14.1pp | 83.6%-26.8pp | 69.5%-12.8pp |
| Annual return | 24.51% | 23.06%+1.4pp | 205.94%-181.4pp | 73.15%-48.6pp |
| Employer contribution / active EE | $1,484 | $3,387-56.2% | $5,432-72.7% | $2,343-36.7% |
| Participant deferral / active EE | $1,538 | $3,086-50.1% | $4,939-68.9% | $3,332-53.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |