Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,691 | $215,361-90.4% | $171,082-87.9% | $273,970-92.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 11.67% | 25.14%-13.5pp | 32.56%-20.9pp | 41.46%-29.8pp |
| Employer contribution / active EE | $2,164 | $4,967-56.4% | $4,002-45.9% | $4,869-55.5% |
| Participant deferral / active EE | $6,638 | $5,543+19.7% | $4,797+38.4% | $5,287+25.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |