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 | $17,758 | $125,797-85.9% | $170,028-89.6% | $75,181-76.4% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.39%-53.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,806 | $4,616-39.2% | $6,788-58.7% | $2,671+5.1% |
| Participant deferral / active EE | $8,131 | $6,838+18.9% | $10,409-21.9% | $4,126+97.1% |
| Admin fee / account holder | $49 | $8,177-99.4% | $12,820-99.6% | $5,650-99.1% |