Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,320 | $78,690-89.4% | $161,489-94.8% | $87,485-90.5% |
| Participation rate | 58.5% | 67.5%-8.9pp | 78.7%-20.2pp | 68.9%-10.4pp |
| Annual return | 21.76% | 32.74%-11.0pp | 89.72%-68.0pp | 26.06%-4.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,114 | $3,311-66.3% | $5,630-80.2% | $4,274-73.9% |
| Admin fee / account holder | $134 | $6,724-98.0% | $16,006-99.2% | $7,775-98.3% |