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 | $12,512 | $71,230-82.4% | $93,727-86.7% | $80,959-84.5% |
| Participation rate | 35.7% | 60.4%-24.7pp | 68.7%-33.0pp | 67.7%-32.0pp |
| Annual return | 17.37% | 11.26%+6.1pp | 133.83%-116.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $496 | $1,565-68.3% | $2,421-79.5% | $2,757-82.0% |
| Participant deferral / active EE | $2,434 | $4,037-39.7% | $4,417-44.9% | $4,300-43.4% |
| Admin fee / account holder | $123 | $6,961-98.2% | $8,292-98.5% | $6,925-98.2% |