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 | $17,683 | $140,592-87.4% | $123,105-85.6% | $125,389-85.9% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 0.80% | 16.80%-16.0pp | 13.22%-12.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $633 | $6,041-89.5% | $5,151-87.7% | $4,866-87.0% |
| Participant deferral / active EE | $3,416 | $6,980-51.1% | $6,229-45.2% | $5,352-36.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |