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 | $10,470 | $83,337-87.4% | $67,834-84.6% | $273,972-96.2% |
| Participation rate | 58.3% | 76.4%-18.1pp | 68.8%-10.5pp | 83.0%-24.7pp |
| Annual return | 12.39% | 259.45%-247.1pp | 138.47%-126.1pp | 41.46%-29.1pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,713 | $4,088-9.2% | $3,160+17.5% | $5,287-29.8% |
| Admin fee / account holder | $19 | $6,752-99.7% | $4,622-99.6% | $10,133-99.8% |