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 | $7,771 | $50,464-84.6% | $75,784-89.7% | $52,331-85.1% |
| Participation rate | 44.6% | 66.8%-22.2pp | 75.8%-31.3pp | 68.1%-23.6pp |
| Annual return | 50.47% | 1.03%+49.4pp | 9.68%+40.8pp | 4.54%+45.9pp |
| Employer contribution / active EE | $286 | $1,988-85.6% | $3,323-91.4% | $1,882-84.8% |
| Participant deferral / active EE | $1,922 | $2,570-25.2% | $3,652-47.4% | $3,022-36.4% |
| Admin fee / account holder | $196 | $1,103-82.2% | $5,300-96.3% | $592-66.8% |