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 | $20,948 | $93,598-77.6% | $135,974-84.6% | $75,173-72.1% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 28.79% | 30.89%-2.1pp | 68.30%-39.5pp | 160.72%-131.9pp |
| Employer contribution / active EE | $2,474 | $3,538-30.1% | $4,859-49.1% | $2,671-7.4% |
| Participant deferral / active EE | $3,692 | $6,405-42.4% | $7,760-52.4% | $4,126-10.5% |
| Admin fee / account holder | $277 | $6,978-96.0% | $10,767-97.4% | $5,651-95.1% |