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 | $10,331 | $56,640-81.8% | $78,002-86.8% | $55,167-81.3% |
| Participation rate | 54.9% | 73.3%-18.5pp | 75.5%-20.7pp | 69.0%-14.1pp |
| Annual return | 11.82% | 2868.48%-2856.7pp | 425.99%-414.2pp | 169.23%-157.4pp |
| Employer contribution / active EE | $1,017 | $1,724-41.0% | $2,470-58.8% | $1,963-48.2% |
| Participant deferral / active EE | $1,437 | $2,778-48.3% | $3,497-58.9% | $3,054-52.9% |
| Admin fee / account holder | $248 | $467-46.9% | $5,481-95.5% | $504-50.9% |