Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,977 | $49,199-83.8% | $121,210-93.4% | $75,177-89.4% |
| Participation rate | 24.1% | 55.4%-31.3pp | 69.5%-45.4pp | 67.2%-43.1pp |
| Annual return | 41.76% | 56.04%-14.3pp | 987.41%-945.7pp | 160.75%-119.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,155 | $2,630-56.1% | $4,084-71.7% | $4,126-72.0% |
| Admin fee / account holder | $57 | $3,946-98.6% | $5,647-99.0% | $5,651-99.0% |