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 | $23,240 | $212,777-89.1% | $173,703-86.6% | $198,609-88.3% |
| Participation rate | 63.2% | 81.1%-17.9pp | 75.9%-12.7pp | 82.4%-19.2pp |
| Annual return | 20.44% | 18.82%+1.6pp | 17.46%+3.0pp | 202.70%-182.3pp |
| Employer contribution / active EE | $2,483 | $5,214-52.4% | $4,288-42.1% | $5,055-50.9% |
| Participant deferral / active EE | $3,568 | $5,697-37.4% | $4,854-26.5% | $6,977-48.9% |
| Admin fee / account holder | $122 | $19,536-99.4% | $15,562-99.2% | $19,030-99.4% |