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 | $7,906 | $65,712-88.0% | $57,196-86.2% | $273,972-97.1% |
| Participation rate | 59.1% | 78.3%-19.2pp | 75.3%-16.2pp | 83.0%-23.9pp |
| Annual return | 5.51% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,102 | $3,280-66.4% | $2,683-58.9% | $4,869-77.4% |
| Participant deferral / active EE | $1,512 | $3,782-60.0% | $3,096-51.2% | $5,287-71.4% |
| Admin fee / account holder | $138 | $4,838-97.1% | $3,141-95.6% | $10,133-98.6% |