Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,012 | $46,599-91.4% | $64,101-93.7% | $75,173-94.7% |
| Participation rate | 41.9% | 65.9%-24.0pp | 72.3%-30.4pp | 67.2%-25.3pp |
| Annual return | 51.98% | 26.06%+25.9pp | 33.72%+18.3pp | 160.72%-108.7pp |
| Employer contribution / active EE | $462 | $1,975-76.6% | $2,749-83.2% | $2,671-82.7% |
| Participant deferral / active EE | $949 | $2,837-66.5% | $3,881-75.5% | $4,126-77.0% |
| Admin fee / account holder | $199 | $2,956-93.3% | $3,070-93.5% | $5,651-96.5% |