Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,049 | $81,358-92.6% | $155,556-96.1% | $80,959-92.5% |
| Participation rate | 44.7% | 66.3%-21.6pp | 78.2%-33.5pp | 67.7%-23.0pp |
| Annual return | 15.04% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $195 | $3,106-93.7% | $4,675-95.8% | $2,757-92.9% |
| Participant deferral / active EE | $937 | $3,455-72.9% | $5,631-83.4% | $4,300-78.2% |
| Admin fee / account holder | $200 | $7,994-97.5% | $15,885-98.7% | $6,925-97.1% |