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 | $7,136 | $56,544-87.4% | $75,501-90.5% | $70,126-89.8% |
| Participation rate | 55.2% | 68.1%-12.9pp | 72.4%-17.2pp | 69.5%-14.4pp |
| Annual return | 27.11% | 23.59%+3.5pp | 27.35%-0.2pp | 73.15%-46.0pp |
| Employer contribution / active EE | $480 | $1,817-73.6% | $2,352-79.6% | $2,343-79.5% |
| Participant deferral / active EE | $1,585 | $2,580-38.6% | $3,142-49.6% | $3,332-52.4% |
| Admin fee / account holder | $230 | $3,827-94.0% | $5,801-96.0% | $4,645-95.0% |