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 | $13,118 | $136,307-90.4% | $106,619-87.7% | $273,972-95.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 78.0%-38.0pp | 83.0%-43.0pp |
| Annual return | 2.64% | 11.05%-8.4pp | 9.42%-6.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $929 | $5,190-82.1% | $3,947-76.5% | $4,869-80.9% |
| Participant deferral / active EE | $1,302 | $4,969-73.8% | $3,930-66.9% | $5,287-75.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |