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 | $7,279 | $197,819-96.3% | $155,789-95.3% | $125,389-94.2% |
| Participation rate | 35.3% | 82.1%-46.8pp | 76.1%-40.8pp | 83.2%-47.9pp |
| Annual return | -1.92% | 86.73%-88.6pp | 71.54%-73.5pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,083 | $5,631-80.8% | $4,798-77.4% | $5,352-79.8% |
| Admin fee / account holder | $14 | $9,544-99.9% | $7,477-99.8% | $9,541-99.9% |