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 | $2,696 | $41,016-93.4% | $152,093-98.2% | $64,097-95.8% |
| Participation rate | 68.4% | 51.3%+17.0pp | 77.8%-9.4pp | 55.2%+13.2pp |
| Annual return | 34.70% | 39.60%-4.9pp | 66.36%-31.7pp | 34.64%+0.1pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,011 | $1,927-47.6% | $5,451-81.5% | $3,080-67.2% |
| Admin fee / account holder | $107 | $2,305-95.4% | $14,497-99.3% | $3,454-96.9% |