Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,076 | $93,345-81.7% | $119,126-85.7% | $87,485-80.5% |
| Participation rate | 69.7% | 68.7%+1.0pp | 75.8%-6.1pp | 68.9%+0.8pp |
| Annual return | 21.49% | 19.08%+2.4pp | 282.11%-260.6pp | 26.06%-4.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,009 | $4,099-2.2% | $5,318-24.6% | $4,274-6.2% |
| Admin fee / account holder | $13 | $8,039-99.8% | $10,693-99.9% | $7,775-99.8% |