Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,966 | $105,623-93.4% | $87,502-92.0% | $273,972-97.5% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 20.93% | 12.26%+8.7pp | 12.21%+8.7pp | 41.46%-20.5pp |
| Employer contribution / active EE | $619 | $3,141-80.3% | $2,550-75.7% | $4,869-87.3% |
| Participant deferral / active EE | $1,045 | $3,601-71.0% | $3,149-66.8% | $5,287-80.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |