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 | $14,544 | $135,954-89.3% | $123,893-88.3% | $273,968-94.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 26.42% | 56.63%-30.2pp | 47.52%-21.1pp | 41.45%-15.0pp |
| Employer contribution / active EE | $2,469 | $5,170-52.2% | $4,617-46.5% | $4,869-49.3% |
| Participant deferral / active EE | $6,425 | $6,343+1.3% | $5,984+7.4% | $5,287+21.5% |
| Admin fee / account holder | $45 | $9,817-99.5% | $8,357-99.5% | $10,132-99.6% |