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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,722 | $115,814-91.6% | $101,275-90.4% | $158,982-93.9% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 12.43% | 56.16%-43.7pp | 46.48%-34.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $676 | $4,176-83.8% | $3,660-81.5% | $4,763-85.8% |
| Participant deferral / active EE | $5,538 | $4,958+11.7% | $4,371+26.7% | $5,983-7.4% |
| Admin fee / account holder | $163 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |