Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,707 | $73,955-77.4% | $96,520-82.7% | $75,181-77.8% |
| Participation rate | 45.1% | 66.4%-21.4pp | 74.3%-29.3pp | 67.2%-22.1pp |
| Annual return | 27.70% | 26.72%+1.0pp | 35.72%-8.0pp | 160.69%-133.0pp |
| Employer contribution / active EE | $1,303 | $2,930-55.5% | $3,739-65.2% | $2,671-51.2% |
| Participant deferral / active EE | $1,897 | $3,659-48.1% | $4,879-61.1% | $4,126-54.0% |
| Admin fee / account holder | $256 | $5,217-95.1% | $6,733-96.2% | $5,650-95.5% |