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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,914 | $124,330-92.0% | $109,173-90.9% | $167,536-94.1% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.46% | 26.04%-12.6pp | 25.75%-12.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,640 | $4,209-61.0% | $3,723-55.9% | $4,839-66.1% |
| Participant deferral / active EE | $1,906 | $5,256-63.7% | $4,654-59.1% | $6,342-70.0% |
| Admin fee / account holder | $51 | $7,974-99.4% | $6,755-99.2% | $12,315-99.6% |