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 | $20,589 | $78,423-73.7% | $95,964-78.5% | $79,856-74.2% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 16.17% | 19.37%-3.2pp | 91.64%-75.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $979 | $1,945-49.7% | $2,541-61.5% | $2,471-60.4% |
| Participant deferral / active EE | $1,869 | $3,440-45.7% | $4,167-55.2% | $3,741-50.0% |
| Admin fee / account holder | $285 | $5,622-94.9% | $6,797-95.8% | $5,306-94.6% |