Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,497 | $209,425-91.6% | $178,499-90.2% | $158,966-89.0% |
| Participation rate | 64.7% | 86.4%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 26.92% | 188.80%-161.9pp | 151.10%-124.2pp | 302.95%-276.0pp |
| Employer contribution / active EE | $1,175 | $5,707-79.4% | $5,011-76.6% | $4,762-75.3% |
| Participant deferral / active EE | $3,875 | $5,955-34.9% | $5,202-25.5% | $5,983-35.2% |
| Admin fee / account holder | $45 | $17,078-99.7% | $13,986-99.7% | $11,250-99.6% |