Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,684 | $93,182-84.2% | $146,643-90.0% | $79,391-81.5% |
| Participation rate | 67.5% | 76.4%-9.0pp | 80.1%-12.6pp | 70.7%-3.2pp |
| Annual return | 0.00% | 21.61%-21.6pp | 22.75%-22.7pp | 116.88%-116.9pp |
| Employer contribution / active EE | $1 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,829 | $4,169+15.8% | $5,506-12.3% | $4,046+19.4% |
| Admin fee / account holder | $110 | $585-81.2% | $10,280-98.9% | $627-82.4% |