Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,451 | $27,800-87.6% | $58,507-94.1% | $71,529-95.2% |
| Participation rate | 48.5% | 34.6%+13.9pp | 50.9%-2.4pp | 67.9%-19.4pp |
| Annual return | 19.58% | 26.80%-7.2pp | 4252.32%-4232.7pp | 28.97%-9.4pp |
| Employer contribution / active EE | $422 | $632-33.2% | $1,053-60.0% | $2,590-83.7% |
| Participant deferral / active EE | $519 | $1,208-57.0% | $1,922-73.0% | $4,291-87.9% |
| Admin fee / account holder | $295 | $1,637-82.0% | $2,486-88.1% | $1,588-81.4% |