Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,888 | $87,546-92.1% | $75,784-90.9% | $125,389-94.5% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | -3.06% | 13.49%-16.5pp | 9.68%-12.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $429 | $3,930-89.1% | $3,323-87.1% | $4,866-91.2% |
| Participant deferral / active EE | $1,072 | $4,230-74.6% | $3,652-70.6% | $5,352-80.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |