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 | $15,735 | $76,551-79.4% | $123,894-87.3% | $62,881-75.0% |
| Participation rate | 27.5% | 73.0%-45.5pp | 81.4%-53.9pp | 69.3%-41.8pp |
| Annual return | 21.59% | 18.68%+2.9pp | 47.52%-25.9pp | 20.14%+1.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,361 | $4,840-51.2% | $5,984-60.6% | $3,203-26.3% |
| Admin fee / account holder | $68 | $4,826-98.6% | $8,357-99.2% | $4,296-98.4% |