Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,526 | $112,121-87.0% | $95,960-84.9% | $158,966-90.9% |
| Participation rate | 68.4% | 79.0%-10.6pp | 77.1%-8.7pp | 82.0%-13.5pp |
| Annual return | 18.93% | 171.16%-152.2pp | 91.63%-72.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $675 | $3,199-78.9% | $2,541-73.4% | $4,762-85.8% |
| Participant deferral / active EE | $2,460 | $4,784-48.6% | $4,167-41.0% | $5,983-58.9% |
| Admin fee / account holder | $91 | $10,135-99.1% | $6,797-98.7% | $11,250-99.2% |