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 | $11,072 | $65,041-83.0% | $90,965-87.8% | $79,858-86.1% |
| Participation rate | 38.8% | 61.6%-22.9pp | 69.0%-30.3pp | 69.6%-30.9pp |
| Annual return | 33.49% | 30.45%+3.0pp | 134.57%-101.1pp | 31.72%+1.8pp |
| Employer contribution / active EE | $422 | $1,247-66.2% | $2,122-80.1% | $2,471-82.9% |
| Participant deferral / active EE | $1,533 | $2,512-39.0% | $3,373-54.6% | $3,740-59.0% |
| Admin fee / account holder | $128 | $4,536-97.2% | $5,960-97.9% | $5,306-97.6% |