Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,872 | $124,330-89.6% | $109,173-88.2% | $167,536-92.3% |
| Participation rate | 61.5% | 79.5%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 18.71% | 26.04%-7.3pp | 25.75%-7.0pp | 478.82%-460.1pp |
| Employer contribution / active EE | $397 | $4,209-90.6% | $3,723-89.3% | $4,839-91.8% |
| Participant deferral / active EE | $3,632 | $5,256-30.9% | $4,654-22.0% | $6,342-42.7% |
| Admin fee / account holder | $50 | $7,974-99.4% | $6,755-99.3% | $12,315-99.6% |