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 | $15,599 | $215,361-92.8% | $171,082-90.9% | $273,972-94.3% |
| Participation rate | 54.5% | 82.0%-27.5pp | 76.7%-22.1pp | 83.0%-28.5pp |
| Annual return | 4.85% | 25.14%-20.3pp | 32.56%-27.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $301 | $4,967-93.9% | $4,002-92.5% | $4,869-93.8% |
| Participant deferral / active EE | $1,083 | $5,543-80.5% | $4,797-77.4% | $5,287-79.5% |
| Admin fee / account holder | $30 | $10,846-99.7% | $8,520-99.6% | $10,133-99.7% |