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 | $9,050 | $99,345-90.9% | $84,753-89.3% | $273,972-96.7% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 14.42% | 22.93%-8.5pp | 22.78%-8.4pp | 41.46%-27.0pp |
| Employer contribution / active EE | $1,588 | $4,214-62.3% | $3,574-55.6% | $4,869-67.4% |
| Participant deferral / active EE | $2,300 | $4,270-46.1% | $3,712-38.0% | $5,287-56.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |