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 | $9,726 | $77,492-87.4% | $100,398-90.3% | $80,911-88.0% |
| Participation rate | 68.3% | 76.9%-8.7pp | 81.5%-13.2pp | 67.6%+0.6pp |
| Annual return | 20.66% | 37.23%-16.6pp | 49.32%-28.7pp | 35.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,239 | $6,817-37.8% | $8,084-47.6% | $4,297-1.3% |
| Admin fee / account holder | $72 | $5,892-98.8% | $7,893-99.1% | $6,935-99.0% |