Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,988 | $51,638-88.4% | $129,406-95.4% | $80,959-92.6% |
| Participation rate | 58.6% | 56.9%+1.7pp | 69.6%-11.0pp | 67.7%-9.0pp |
| Annual return | 14.98% | 20.78%-5.8pp | 9468.18%-9453.2pp | 35.67%-20.7pp |
| Employer contribution / active EE | $255 | $1,584-83.9% | $4,155-93.9% | $2,757-90.7% |
| Participant deferral / active EE | $1,154 | $2,670-56.8% | $4,167-72.3% | $4,300-73.2% |
| Admin fee / account holder | $0 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |