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 | $18,097 | $135,956-86.7% | $123,894-85.4% | $273,972-93.4% |
| Participation rate | 43.8% | 84.1%-40.3pp | 81.4%-37.7pp | 83.0%-39.3pp |
| Annual return | 14.64% | 56.63%-42.0pp | 47.52%-32.9pp | 41.46%-26.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,773 | $6,343-40.5% | $5,984-36.9% | $5,287-28.6% |
| Admin fee / account holder | $246 | $9,817-97.5% | $8,357-97.1% | $10,133-97.6% |