Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,262 | $51,222-89.7% | $70,544-92.5% | $75,173-93.0% |
| Participation rate | 54.9% | 61.0%-6.1pp | 68.4%-13.5pp | 67.2%-12.3pp |
| Annual return | 19.24% | 30.06%-10.8pp | 32.79%-13.6pp | 160.72%-141.5pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,037 | $2,850-63.6% | $4,568-77.3% | $4,126-74.9% |
| Admin fee / account holder | $134 | $4,096-96.7% | $6,427-97.9% | $5,651-97.6% |