Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,899 | $81,331-89.1% | $155,534-94.3% | $80,935-89.0% |
| Participation rate | 68.3% | 66.3%+2.0pp | 78.2%-9.9pp | 67.7%+0.6pp |
| Annual return | 16.47% | 33.37%-16.9pp | 64.92%-48.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,199 | $3,454-36.3% | $5,630-60.9% | $4,299-48.9% |
| Admin fee / account holder | $81 | $7,999-99.0% | $15,900-99.5% | $6,924-98.8% |