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 | $20,822 | $86,288-75.9% | $111,306-81.3% | $85,851-75.7% |
| Participation rate | 65.5% | 73.3%-7.8pp | 77.3%-11.8pp | 69.3%-3.8pp |
| Annual return | 16.71% | 19.99%-3.3pp | 54.67%-38.0pp | 318.63%-301.9pp |
| Employer contribution / active EE | $1,512 | $2,044-26.0% | $2,732-44.6% | $2,565-41.1% |
| Participant deferral / active EE | $2,081 | $3,641-42.8% | $4,488-53.6% | $3,952-47.3% |
| Admin fee / account holder | $19 | $8,189-99.8% | $7,966-99.8% | $6,261-99.7% |