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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,444 | $226,135-95.8% | $182,558-94.8% | $152,909-93.8% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.5%-38.0pp |
| Annual return | 24.75% | 192.60%-167.9pp | 148.59%-123.8pp | 345.46%-320.7pp |
| Employer contribution / active EE | $127 | $4,979-97.4% | $4,076-96.9% | $4,764-97.3% |
| Participant deferral / active EE | $1,272 | $6,371-80.0% | $5,526-77.0% | $5,851-78.3% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |