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 | $5,193 | $56,894-90.9% | $84,753-93.9% | $62,881-91.7% |
| Participation rate | 58.1% | 68.5%-10.4pp | 76.6%-18.5pp | 69.3%-11.2pp |
| Annual return | 30.99% | 6.30%+24.7pp | 22.78%+8.2pp | 20.14%+10.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,841 | $2,709+4.9% | $3,712-23.4% | $3,203-11.3% |
| Admin fee / account holder | $256 | $3,581-92.8% | $5,333-95.2% | $4,296-94.0% |