Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,489 | $79,894-76.9% | $135,792-86.4% | $82,637-77.6% |
| Participation rate | 62.3% | 63.0%-0.7pp | 72.6%-10.3pp | 68.1%-5.8pp |
| Annual return | 20.46% | 17.20%+3.3pp | 25.96%-5.5pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,385 | $2,165-36.0% | $3,496-60.4% | $2,552-45.7% |
| Participant deferral / active EE | $2,754 | $3,194-13.8% | $4,759-42.1% | $4,126-33.3% |
| Admin fee / account holder | $126 | $6,434-98.0% | $12,266-99.0% | $7,339-98.3% |