Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,285 | $49,249-75.1% | $70,476-82.6% | $79,852-84.6% |
| Participation rate | 49.3% | 69.2%-19.8pp | 75.1%-25.7pp | 69.6%-20.3pp |
| Annual return | 19.85% | 30.09%-10.2pp | 109.12%-89.3pp | 31.72%-11.9pp |
| Employer contribution / active EE | $779 | $2,100-62.9% | $2,738-71.6% | $2,471-68.5% |
| Participant deferral / active EE | $1,251 | $2,769-54.8% | $3,710-66.3% | $3,740-66.6% |
| Admin fee / account holder | $157 | $2,878-94.6% | $3,847-95.9% | $5,306-97.0% |