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 | $10,163 | $71,230-85.7% | $93,727-89.2% | $80,959-87.4% |
| Participation rate | 31.3% | 60.4%-29.1pp | 68.7%-37.5pp | 67.7%-36.4pp |
| Annual return | 15.87% | 11.26%+4.6pp | 133.83%-118.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $721 | $1,565-54.0% | $2,421-70.2% | $2,757-73.9% |
| Participant deferral / active EE | $1,767 | $4,037-56.2% | $4,417-60.0% | $4,300-58.9% |
| Admin fee / account holder | $283 | $6,961-95.9% | $8,292-96.6% | $6,925-95.9% |