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 | $30,874 | $183,988-83.2% | $162,177-81.0% | $152,897-79.8% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 25.71% | 150.79%-125.1pp | 115.60%-89.9pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,696 | $6,370-73.4% | $5,613-69.8% | $4,764-64.4% |
| Participant deferral / active EE | $3,656 | $8,032-54.5% | $7,297-49.9% | $5,851-37.5% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |