Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,964 | $107,015-91.6% | $73,545-87.8% | $147,585-93.9% |
| Participation rate | 46.2% | 66.4%-20.2pp | 54.9%-8.8pp | 82.8%-36.7pp |
| Annual return | 20.02% | 38.25%-18.2pp | -15.16%+35.2pp | 578.58%-558.6pp |
| Employer contribution / active EE | $944 | $1,760-46.4% | $1,219-22.6% | $4,876-80.6% |
| Participant deferral / active EE | $1,226 | $2,462-50.2% | $1,806-32.1% | $5,439-77.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |