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 | $4,036 | $56,134-92.8% | $96,192-95.8% | $85,851-95.3% |
| Participation rate | 53.5% | 56.7%-3.2pp | 68.4%-15.0pp | 69.3%-15.8pp |
| Annual return | 12.46% | 42.30%-29.8pp | 192.09%-179.6pp | 318.63%-306.2pp |
| Employer contribution / active EE | $33 | $1,620-98.0% | $2,799-98.8% | $2,565-98.7% |
| Participant deferral / active EE | $1,058 | $2,858-63.0% | $4,351-75.7% | $3,952-73.2% |
| Admin fee / account holder | $180 | $3,769-95.2% | $5,539-96.8% | $6,261-97.1% |