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 | $25,098 | $67,602-62.9% | $82,312-69.5% | $70,126-64.2% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 19.34% | 21.57%-2.2pp | 25.88%-6.5pp | 73.15%-53.8pp |
| Employer contribution / active EE | $5,276 | $1,755+200.6% | $2,428+117.3% | $2,343+125.2% |
| Participant deferral / active EE | $1,991 | $2,987-33.4% | $3,706-46.3% | $3,332-40.2% |
| Admin fee / account holder | $15 | $4,512-99.7% | $5,608-99.7% | $4,645-99.7% |