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 | $11,649 | $135,956-91.4% | $123,894-90.6% | $273,972-95.7% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 21.88% | 56.63%-34.7pp | 47.52%-25.6pp | 41.46%-19.6pp |
| Employer contribution / active EE | $681 | $5,170-86.8% | $4,617-85.2% | $4,869-86.0% |
| Participant deferral / active EE | $3,944 | $6,343-37.8% | $5,984-34.1% | $5,287-25.4% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |