Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,862 | $93,589-77.7% | $135,942-84.7% | $75,181-72.3% |
| Participation rate | 42.4% | 75.2%-32.8pp | 81.9%-39.5pp | 67.2%-24.8pp |
| Annual return | 28.16% | 30.90%-2.7pp | 68.28%-40.1pp | 160.69%-132.5pp |
| Employer contribution / active EE | $960 | $3,537-72.9% | $4,858-80.2% | $2,671-64.1% |
| Participant deferral / active EE | $3,272 | $6,405-48.9% | $7,759-57.8% | $4,126-20.7% |
| Admin fee / account holder | $191 | $6,977-97.3% | $10,764-98.2% | $5,650-96.6% |