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 | $10,981 | $52,580-79.1% | $71,671-84.7% | $70,124-84.3% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 20.67% | 20.25%+0.4pp | 20.65%0pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,230 | $2,386-48.5% | $3,438-64.2% | $3,332-63.1% |
| Admin fee / account holder | $24 | $3,653-99.3% | $5,558-99.6% | $4,645-99.5% |