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 | $9,240 | $100,901-90.8% | $75,501-87.8% | $147,586-93.7% |
| Participation rate | 41.7% | 77.1%-35.5pp | 72.4%-30.7pp | 82.8%-41.2pp |
| Annual return | 27.09% | 35.78%-8.7pp | 27.35%-0.3pp | 578.59%-551.5pp |
| Employer contribution / active EE | $846 | $3,253-74.0% | $2,352-64.0% | $4,876-82.7% |
| Participant deferral / active EE | $938 | $4,027-76.7% | $3,142-70.2% | $5,439-82.8% |
| Admin fee / account holder | $41 | $11,285-99.6% | $5,801-99.3% | $10,886-99.6% |