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 | $18,884 | $165,381-88.6% | $149,730-87.4% | $158,966-88.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 20.93% | 348.29%-327.4pp | 276.70%-255.8pp | 302.95%-282.0pp |
| Employer contribution / active EE | $1,227 | $5,104-76.0% | $4,645-73.6% | $4,762-74.2% |
| Participant deferral / active EE | $4,509 | $7,182-37.2% | $6,843-34.1% | $5,983-24.6% |
| Admin fee / account holder | $90 | $10,809-99.2% | $9,310-99.0% | $11,250-99.2% |