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 | $14,023 | $76,551-81.7% | $123,894-88.7% | $62,881-77.7% |
| Participation rate | 43.5% | 73.0%-29.5pp | 81.4%-37.9pp | 69.3%-25.8pp |
| Annual return | 20.32% | 18.68%+1.6pp | 47.52%-27.2pp | 20.14%+0.2pp |
| Employer contribution / active EE | $553 | $2,882-80.8% | $4,617-88.0% | $2,281-75.8% |
| Participant deferral / active EE | $3,793 | $4,840-21.6% | $5,984-36.6% | $3,203+18.4% |
| Admin fee / account holder | $247 | $4,826-94.9% | $8,357-97.0% | $4,296-94.2% |