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 | $16,318 | $135,956-88.0% | $123,894-86.8% | $273,972-94.0% |
| Participation rate | 56.5% | 84.1%-27.5pp | 81.4%-24.9pp | 83.0%-26.5pp |
| Annual return | 16.31% | 56.63%-40.3pp | 47.52%-31.2pp | 41.46%-25.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,518 | $6,343-13.0% | $5,984-7.8% | $5,287+4.4% |
| Admin fee / account holder | $281 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |