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 | $18,552 | $135,956-86.4% | $123,894-85.0% | $273,972-93.2% |
| Participation rate | 38.1% | 84.1%-46.0pp | 81.4%-43.3pp | 83.0%-44.9pp |
| Annual return | 12.06% | 56.63%-44.6pp | 47.52%-35.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $639 | $5,170-87.6% | $4,617-86.2% | $4,869-86.9% |
| Participant deferral / active EE | $5,046 | $6,343-20.4% | $5,984-15.7% | $5,287-4.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |