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 | $14,234 | $87,037-83.6% | $106,201-86.6% | $80,874-82.4% |
| Participation rate | 53.8% | 70.4%-16.6pp | 75.3%-21.4pp | 67.6%-13.8pp |
| Annual return | 18.20% | 17.05%+1.1pp | 116.26%-98.1pp | 35.62%-17.4pp |
| Employer contribution / active EE | $650 | $2,396-72.9% | $3,170-79.5% | $2,756-76.4% |
| Participant deferral / active EE | $2,524 | $3,986-36.7% | $5,012-49.6% | $4,297-41.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $11,039-100.0% | $6,935-100.0% |