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 | $17,729 | $73,978-76.0% | $96,515-81.6% | $75,173-76.4% |
| Participation rate | 47.2% | 66.4%-19.2pp | 74.3%-27.1pp | 67.2%-20.0pp |
| Annual return | 70.83% | 26.72%+44.1pp | 35.73%+35.1pp | 160.72%-89.9pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,613 | $3,660-1.3% | $4,880-26.0% | $4,126-12.4% |
| Admin fee / account holder | $78 | $5,219-98.5% | $6,735-98.8% | $5,651-98.6% |