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 | $10,444 | $111,814-90.7% | $103,378-89.9% | $145,978-92.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.99% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,079 | $4,215-74.4% | $3,870-72.1% | $4,662-76.9% |
| Participant deferral / active EE | $2,006 | $5,618-64.3% | $5,058-60.3% | $6,690-70.0% |
| Admin fee / account holder | $42 | $9,764-99.6% | $8,401-99.5% | $13,400-99.7% |