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 | $7,023 | $67,602-89.6% | $82,312-91.5% | $70,126-90.0% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-12.0pp |
| Annual return | 57.81% | 21.57%+36.2pp | 25.88%+31.9pp | 73.15%-15.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,338 | $2,987-21.7% | $3,706-36.9% | $3,332-29.8% |
| Admin fee / account holder | $148 | $4,512-96.7% | $5,608-97.4% | $4,645-96.8% |