Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,302 | $83,485-87.7% | $125,192-91.8% | $72,975-85.9% |
| Participation rate | 59.5% | 73.3%-13.8pp | 79.8%-20.3pp | 69.5%-10.0pp |
| Annual return | 33.67% | 25.77%+7.9pp | 43.79%-10.1pp | 81.01%-47.3pp |
| Employer contribution / active EE | $968 | $2,346-58.7% | $3,866-75.0% | $2,440-60.3% |
| Participant deferral / active EE | $2,453 | $3,586-31.6% | $4,937-50.3% | $3,608-32.0% |
| Admin fee / account holder | $274 | $5,518-95.0% | $9,704-97.2% | $5,124-94.6% |