Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,369 | $96,508-93.4% | $75,901-91.6% | $152,897-95.8% |
| Participation rate | 55.0% | 76.2%-21.2pp | 69.3%-14.3pp | 82.5%-27.5pp |
| Annual return | 25.98% | 33.99%-8.0pp | 30.76%-4.8pp | 345.43%-319.5pp |
| Employer contribution / active EE | $191 | $3,310-94.2% | $2,501-92.4% | $4,764-96.0% |
| Participant deferral / active EE | $1,230 | $4,554-73.0% | $3,603-65.9% | $5,851-79.0% |
| Admin fee / account holder | $22 | $8,081-99.7% | $5,420-99.6% | $11,599-99.8% |