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 | $7,783 | $135,956-94.3% | $123,894-93.7% | $273,972-97.2% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 77.49% | 56.63%+20.9pp | 47.52%+30.0pp | 41.46%+36.0pp |
| Employer contribution / active EE | $1,217 | $5,170-76.5% | $4,617-73.6% | $4,869-75.0% |
| Participant deferral / active EE | $3,067 | $6,343-51.7% | $5,984-48.8% | $5,287-42.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |