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 | $15,906 | $124,425-87.2% | $112,040-85.8% | $137,256-88.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 19.93% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,193 | $3,411-65.0% | $2,954-59.6% | $4,156-71.3% |
| Participant deferral / active EE | $1,944 | $5,718-66.0% | $5,098-61.9% | $6,407-69.7% |
| Admin fee / account holder | $51 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |