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 | $10,665 | $202,345-94.7% | $172,755-93.8% | $152,885-93.0% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 26.23% | 1029.77%-1003.5pp | 802.94%-776.7pp | 345.39%-319.2pp |
| Employer contribution / active EE | $1,963 | $5,858-66.5% | $5,144-61.8% | $4,763-58.8% |
| Participant deferral / active EE | $3,456 | $5,948-41.9% | $5,198-33.5% | $5,851-40.9% |
| Admin fee / account holder | $84 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |