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 | $5,119 | $76,407-93.3% | $150,298-96.6% | $82,448-93.8% |
| Participation rate | 61.6% | 66.4%-4.8pp | 77.8%-16.1pp | 68.1%-6.4pp |
| Annual return | 18.63% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $619 | $2,614-76.3% | $4,154-85.1% | $2,551-75.7% |
| Participant deferral / active EE | $1,368 | $3,214-57.4% | $5,453-74.9% | $4,139-66.9% |
| Admin fee / account holder | $129 | $6,352-98.0% | $14,116-99.1% | $7,234-98.2% |