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.
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 | $7,310 | $67,894-89.2% | $89,340-91.8% | $82,448-91.1% |
| Participation rate | 57.1% | 64.0%-6.9pp | 69.6%-12.4pp | 68.1%-10.9pp |
| Annual return | 16.81% | 19.21%-2.4pp | 20.57%-3.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $552 | $3,072-82.0% | $3,823-85.6% | $4,139-86.7% |
| Admin fee / account holder | $63 | $5,723-98.9% | $6,704-99.1% | $7,234-99.1% |