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.
Participant 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 | $22,935 | $125,797-81.8% | $170,057-86.5% | $75,177-69.5% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 23.85% | 27.20%-3.4pp | 53.42%-29.6pp | 160.75%-136.9pp |
| Employer contribution / active EE | $2,061 | $4,616-55.3% | $6,790-69.6% | $2,671-22.8% |
| Participant deferral / active EE | $2,508 | $6,838-63.3% | $10,411-75.9% | $4,126-39.2% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,826-100.0% | $5,651-100.0% |