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 | $17,816 | $127,386-86.0% | $115,037-84.5% | $125,393-85.8% |
| Participation rate | 58.3% | 84.2%-25.8pp | 81.4%-23.0pp | 83.2%-24.9pp |
| Annual return | 6.00% | 31.28%-25.3pp | 26.14%-20.1pp | 282.23%-276.2pp |
| Employer contribution / active EE | $1,368 | $5,166-73.5% | $4,608-70.3% | $4,866-71.9% |
| Participant deferral / active EE | $2,794 | $6,423-56.5% | $6,026-53.6% | $5,351-47.8% |
| Admin fee / account holder | $5 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |