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.
Participant 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 | $7,110 | $89,367-92.0% | $141,191-95.0% | $72,975-90.3% |
| Participation rate | 45.8% | 75.1%-29.3pp | 82.5%-36.6pp | 69.5%-23.7pp |
| Annual return | 25.07% | 111.87%-86.8pp | 71.41%-46.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $717 | $3,115-77.0% | $4,736-84.9% | $2,440-70.6% |
| Participant deferral / active EE | $773 | $5,419-85.7% | $6,710-88.5% | $3,608-78.6% |
| Admin fee / account holder | $15 | $5,957-99.8% | $10,264-99.9% | $5,124-99.7% |