Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,728 | $95,453-84.6% | $112,040-86.9% | $82,448-82.1% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.5%-22.9pp | 68.1%-14.5pp |
| Annual return | 23.03% | 23.92%-0.9pp | 24.52%-1.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,338 | $4,224-44.6% | $5,098-54.1% | $4,139-43.5% |
| Admin fee / account holder | $32 | $9,013-99.6% | $12,098-99.7% | $7,234-99.6% |