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 | $9,457 | $65,246-85.5% | $98,716-90.4% | $67,986-86.1% |
| Participation rate | 62.9% | 51.4%+11.4pp | 69.3%-6.4pp | 57.2%+5.6pp |
| Annual return | 36.44% | 20.58%+15.9pp | 31.81%+4.6pp | 31.67%+4.8pp |
| Employer contribution / active EE | $331 | $1,042-68.2% | $2,279-85.5% | $2,019-83.6% |
| Participant deferral / active EE | $2,254 | $2,594-13.1% | $4,048-44.3% | $3,358-32.9% |
| Admin fee / account holder | $71 | $4,561-98.4% | $8,703-99.2% | $3,203-97.8% |