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 | $3,413 | $58,241-94.1% | $81,780-95.8% | $80,911-95.8% |
| Participation rate | 62.9% | 63.4%-0.6pp | 72.4%-9.5pp | 67.6%-4.8pp |
| Annual return | 23.32% | 41.73%-18.4pp | 776.27%-752.9pp | 35.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,567 | $3,283-52.3% | $4,321-63.7% | $4,297-63.5% |
| Admin fee / account holder | $59 | $4,973-98.8% | $7,384-99.2% | $6,935-99.1% |