Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,316 | $115,917-90.2% | $100,535-88.7% | $158,982-92.9% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 23.93% | 34.80%-10.9pp | 30.90%-7.0pp | 302.99%-279.1pp |
| Employer contribution / active EE | $1,249 | $4,105-69.6% | $3,419-63.5% | $4,763-73.8% |
| Participant deferral / active EE | $2,591 | $6,677-61.2% | $6,271-58.7% | $5,983-56.7% |
| Admin fee / account holder | $102 | $11,002-99.1% | $8,085-98.7% | $11,252-99.1% |