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 | $10,726 | $53,774-80.1% | $134,162-92.0% | $79,856-86.6% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 45.70% | 19.01%+26.7pp | 36.35%+9.4pp | 31.71%+14.0pp |
| Employer contribution / active EE | $1,518 | $1,322+14.8% | $3,705-59.0% | $2,471-38.6% |
| Participant deferral / active EE | $2,548 | $2,420+5.3% | $3,500-27.2% | $3,741-31.9% |
| Admin fee / account holder | $50 | $3,985-98.8% | $6,685-99.3% | $5,306-99.1% |