Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,831 | $77,901-92.5% | $149,717-96.1% | $75,181-92.2% |
| Participation rate | 27.8% | 65.6%-37.8pp | 78.8%-51.0pp | 67.2%-39.4pp |
| Annual return | 26.84% | 31.73%-4.9pp | 134.41%-107.6pp | 160.69%-133.8pp |
| Employer contribution / active EE | $681 | $3,137-78.3% | $4,820-85.9% | $2,671-74.5% |
| Participant deferral / active EE | $1,114 | $3,411-67.4% | $5,682-80.4% | $4,126-73.0% |
| Admin fee / account holder | $275 | $5,949-95.4% | $13,213-97.9% | $5,650-95.1% |