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 | $16,448 | $79,557-79.3% | $118,746-86.1% | $70,126-76.5% |
| Participation rate | 51.0% | 71.4%-20.4pp | 78.3%-27.3pp | 69.5%-18.6pp |
| Annual return | 20.12% | 25.64%-5.5pp | 24.54%-4.4pp | 73.15%-53.0pp |
| Employer contribution / active EE | $610 | $2,861-78.7% | $4,193-85.5% | $2,343-74.0% |
| Participant deferral / active EE | $1,687 | $4,089-58.7% | $5,332-68.4% | $3,332-49.4% |
| Admin fee / account holder | $142 | $5,374-97.4% | $10,720-98.7% | $4,645-96.9% |