Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,062 | $78,682-84.7% | $109,188-89.0% | $85,851-86.0% |
| Participation rate | 34.6% | 68.3%-33.7pp | 75.9%-41.3pp | 69.3%-34.7pp |
| Annual return | 24.40% | 25.09%-0.7pp | 25.76%-1.4pp | 318.63%-294.2pp |
| Employer contribution / active EE | $224 | $2,734-91.8% | $3,723-94.0% | $2,565-91.3% |
| Participant deferral / active EE | $1,532 | $3,468-55.8% | $4,654-67.1% | $3,952-61.3% |
| Admin fee / account holder | $155 | $5,470-97.2% | $6,755-97.7% | $6,261-97.5% |