Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,880 | $73,863-88.0% | $143,797-93.8% | $68,490-87.0% |
| Participation rate | 25.7% | 66.7%-41.0pp | 80.3%-54.6pp | 67.9%-42.2pp |
| Annual return | -19.00% | 0.91%-19.9pp | -0.04%-19.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $358 | $3,185-88.8% | $4,952-92.8% | $2,597-86.2% |
| Participant deferral / active EE | $947 | $3,385-72.0% | $5,638-83.2% | $4,028-76.5% |
| Admin fee / account holder | $69 | $5,756-98.8% | $14,679-99.5% | $5,403-98.7% |