Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,290 | $81,358-94.7% | $155,556-97.2% | $80,959-94.7% |
| Participation rate | 56.5% | 66.3%-9.7pp | 78.2%-21.7pp | 67.7%-11.1pp |
| Annual return | 14.22% | 33.39%-19.2pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $989 | $3,455-71.4% | $5,631-82.4% | $4,300-77.0% |
| Admin fee / account holder | $76 | $7,994-99.1% | $15,885-99.5% | $6,925-98.9% |