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 | $7,864 | $77,901-89.9% | $149,717-94.7% | $75,181-89.5% |
| Participation rate | 36.0% | 65.6%-29.6pp | 78.8%-42.8pp | 67.2%-31.2pp |
| Annual return | 18.94% | 31.73%-12.8pp | 134.41%-115.5pp | 160.69%-141.7pp |
| Employer contribution / active EE | $341 | $3,137-89.1% | $4,820-92.9% | $2,671-87.2% |
| Participant deferral / active EE | $1,371 | $3,411-59.8% | $5,682-75.9% | $4,126-66.8% |
| Admin fee / account holder | $133 | $5,949-97.8% | $13,213-99.0% | $5,650-97.6% |