Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,521 | $71,197-82.4% | $93,669-86.6% | $80,925-84.5% |
| Participation rate | 48.4% | 60.4%-12.0pp | 68.7%-20.3pp | 67.7%-19.3pp |
| Annual return | 15.45% | 11.27%+4.2pp | 133.59%-118.1pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,475 | $1,565-5.7% | $2,424-39.1% | $2,756-46.5% |
| Participant deferral / active EE | $2,228 | $4,036-44.8% | $4,416-49.5% | $4,299-48.2% |
| Admin fee / account holder | $83 | $6,959-98.8% | $8,291-99.0% | $6,940-98.8% |