Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,752 | $167,352-94.8% | $143,788-93.9% | $134,509-93.5% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | 0.08% | 0.47%-0.4pp | -0.03%+0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $607 | $5,620-89.2% | $4,952-87.7% | $4,741-87.2% |
| Participant deferral / active EE | $3,946 | $6,447-38.8% | $5,638-30.0% | $6,400-38.3% |
| Admin fee / account holder | $144 | $18,091-99.2% | $14,675-99.0% | $11,427-98.7% |