Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,499 | $100,805-83.6% | $86,698-81.0% | $134,532-87.7% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -20.19% | 29.09%-49.3pp | 35.95%-56.1pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,463 | $3,490-0.8% | $2,837+22.1% | $4,741-27.0% |
| Participant deferral / active EE | $4,237 | $5,339-20.7% | $4,656-9.0% | $6,401-33.8% |
| Admin fee / account holder | $20 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |