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 | $15,627 | $95,975-83.7% | $74,549-79.0% | $135,379-88.5% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -6.94% | 56.96%-63.9pp | 32.53%-39.5pp | 519.79%-526.7pp |
| Employer contribution / active EE | $902 | $2,716-66.8% | $1,961-54.0% | $4,779-81.1% |
| Participant deferral / active EE | $2,842 | $3,844-26.1% | $3,108-8.6% | $5,609-49.3% |
| Admin fee / account holder | $34 | $6,522-99.5% | $5,059-99.3% | $10,828-99.7% |