Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,105 | $197,637-83.2% | $177,848-81.4% | $158,982-79.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 291.49% | 58.77%+232.7pp | 48.33%+243.2pp | 302.99%-11.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,618 | $8,405-9.4% | $7,714-1.2% | $5,983+27.3% |
| Admin fee / account holder | $13 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |