Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,910 | $65,041-69.4% | $90,965-78.1% | $79,858-75.1% |
| Participation rate | 48.1% | 61.6%-13.6pp | 69.0%-21.0pp | 69.6%-21.6pp |
| Annual return | 20.11% | 30.45%-10.3pp | 134.57%-114.5pp | 31.72%-11.6pp |
| Employer contribution / active EE | $884 | $1,247-29.1% | $2,122-58.3% | $2,471-64.2% |
| Participant deferral / active EE | $1,628 | $2,512-35.2% | $3,373-51.7% | $3,740-56.5% |
| Admin fee / account holder | $113 | $4,536-97.5% | $5,960-98.1% | $5,306-97.9% |