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.
Participant 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 | $5,704 | $51,708-89.0% | $106,619-94.7% | $62,881-90.9% |
| Participation rate | 37.1% | 66.9%-29.7pp | 78.0%-40.9pp | 69.3%-32.2pp |
| Annual return | 13.29% | 4.69%+8.6pp | 9.42%+3.9pp | 20.14%-6.9pp |
| Employer contribution / active EE | $759 | $1,764-57.0% | $3,947-80.8% | $2,281-66.7% |
| Participant deferral / active EE | $854 | $2,315-63.1% | $3,930-78.3% | $3,203-73.3% |
| Admin fee / account holder | $248 | $3,349-92.6% | $6,418-96.1% | $4,296-94.2% |