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 | $16,361 | $185,883-91.2% | $170,043-90.4% | $139,466-88.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 18.13% | 60.54%-42.4pp | 53.40%-35.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,856 | $7,596-75.6% | $6,790-72.7% | $4,754-61.0% |
| Participant deferral / active EE | $5,769 | $11,626-50.4% | $10,410-44.6% | $6,712-14.0% |
| Admin fee / account holder | $50 | $15,393-99.7% | $12,824-99.6% | $11,409-99.6% |