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 | $22,281 | $180,459-87.7% | $154,108-85.5% | $135,380-83.5% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -7.75% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $5,720 | $6,035-5.2% | $5,298+8.0% | $4,779+19.7% |
| Participant deferral / active EE | $4,080 | $5,806-29.7% | $5,081-19.7% | $5,609-27.3% |
| Admin fee / account holder | $13 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |