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 | $4,900 | $56,894-91.4% | $84,753-94.2% | $62,881-92.2% |
| Participation rate | 43.6% | 68.5%-24.9pp | 76.6%-33.0pp | 69.3%-25.7pp |
| Annual return | 12.05% | 6.30%+5.7pp | 22.78%-10.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,479 | $2,709-45.4% | $3,712-60.2% | $3,203-53.8% |
| Admin fee / account holder | $44 | $3,581-98.8% | $5,333-99.2% | $4,296-99.0% |