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 | $8,964 | $76,564-88.3% | $105,582-91.5% | $94,015-90.5% |
| Participation rate | 68.4% | 65.2%+3.2pp | 71.8%-3.4pp | 70.8%-2.4pp |
| Annual return | 21.79% | 20.69%+1.1pp | 18.61%+3.2pp | 17.84%+3.9pp |
| Employer contribution / active EE | $1,311 | $1,995-34.3% | $2,984-56.1% | $2,790-53.0% |
| Participant deferral / active EE | $1,623 | $3,320-51.1% | $4,353-62.7% | $4,249-61.8% |
| Admin fee / account holder | $163 | $7,129-97.7% | $12,856-98.7% | $8,951-98.2% |