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 | $15,512 | $135,956-88.6% | $123,894-87.5% | $273,972-94.3% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 11.77% | 56.63%-44.9pp | 47.52%-35.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,997 | $5,170-61.4% | $4,617-56.7% | $4,869-59.0% |
| Participant deferral / active EE | $3,560 | $6,343-43.9% | $5,984-40.5% | $5,287-32.7% |
| Admin fee / account holder | $38 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |