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 | $20,603 | $135,956-84.8% | $123,894-83.4% | $273,972-92.5% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 8.29% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,015 | $5,170-61.0% | $4,617-56.4% | $4,869-58.6% |
| Participant deferral / active EE | $2,227 | $6,343-64.9% | $5,984-62.8% | $5,287-57.9% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |