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 | $28,839 | $78,705-63.4% | $117,857-75.5% | $70,131-58.9% |
| Participation rate | 58.1% | 73.2%-15.1pp | 79.7%-21.5pp | 69.5%-11.4pp |
| Annual return | 61.01% | 23.30%+37.7pp | 335.09%-274.1pp | 73.14%-12.1pp |
| Employer contribution / active EE | $3,208 | $2,223+44.3% | $3,786-15.3% | $2,342+36.9% |
| Participant deferral / active EE | $5,177 | $3,297+57.0% | $4,482+15.5% | $3,332+55.4% |
| Admin fee / account holder | $5 | $5,065-99.9% | $8,020-99.9% | $4,645-99.9% |