Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,927 | $67,411-83.8% | $91,004-88.0% | $70,126-84.4% |
| Participation rate | 40.0% | 71.4%-31.4pp | 75.6%-35.6pp | 69.5%-29.5pp |
| Annual return | 30.28% | -40.16%+70.4pp | 4.60%+25.7pp | 73.15%-42.9pp |
| Employer contribution / active EE | $957 | $1,786-46.4% | $2,456-61.0% | $2,343-59.2% |
| Participant deferral / active EE | $1,553 | $2,823-45.0% | $3,548-56.2% | $3,332-53.4% |
| Admin fee / account holder | $85 | $4,236-98.0% | $5,417-98.4% | $4,645-98.2% |