Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,917 | $52,279-81.0% | $89,414-88.9% | $79,852-87.6% |
| Participation rate | 67.6% | 57.5%+10.1pp | 68.0%-0.3pp | 69.6%-2.0pp |
| Annual return | 21.15% | 22.16%-1.0pp | 245.50%-224.4pp | 31.72%-10.6pp |
| Employer contribution / active EE | $617 | $1,572-60.7% | $2,586-76.1% | $2,471-75.0% |
| Participant deferral / active EE | $1,179 | $2,740-57.0% | $3,890-69.7% | $3,740-68.5% |
| Admin fee / account holder | $66 | $3,356-98.0% | $4,883-98.7% | $5,306-98.8% |