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 | $9,076 | $81,262-88.8% | $155,602-94.2% | $80,911-88.8% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.7pp | 67.6%-6.1pp |
| Annual return | 14.29% | 33.34%-19.1pp | 64.81%-50.5pp | 35.63%-21.3pp |
| Employer contribution / active EE | $481 | $3,102-84.5% | $4,675-89.7% | $2,756-82.6% |
| Participant deferral / active EE | $1,789 | $3,451-48.2% | $5,629-68.2% | $4,297-58.4% |
| Admin fee / account holder | $19 | $7,992-99.8% | $15,923-99.9% | $6,935-99.7% |