Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,537 | $106,749-80.8% | $145,433-85.9% | $82,448-75.1% |
| Participation rate | 51.9% | 75.6%-23.8pp | 82.1%-30.3pp | 68.1%-16.2pp |
| Annual return | 24.83% | 27.59%-2.8pp | 66.58%-41.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,496 | $3,444-56.6% | $4,554-67.1% | $2,551-41.3% |
| Participant deferral / active EE | $2,507 | $6,519-61.5% | $7,897-68.3% | $4,139-39.4% |
| Admin fee / account holder | $171 | $8,390-98.0% | $13,129-98.7% | $7,234-97.6% |