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 | $7,714 | $108,882-92.9% | $96,754-92.0% | $154,746-95.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 21.99% | 98.39%-76.4pp | 82.04%-60.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $623 | $3,018-79.4% | $2,679-76.8% | $4,379-85.8% |
| Participant deferral / active EE | $1,149 | $5,323-78.4% | $4,758-75.9% | $6,730-82.9% |
| Admin fee / account holder | $24 | $10,200-99.8% | $8,905-99.7% | $14,365-99.8% |