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 | $3,496 | $58,311-94.0% | $81,882-95.7% | $80,959-95.7% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.4%-16.8pp | 67.7%-12.1pp |
| Annual return | 14.79% | 41.85%-27.1pp | 779.47%-764.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,101 | $3,287-66.5% | $4,323-74.5% | $4,300-74.4% |
| Admin fee / account holder | $259 | $4,752-94.5% | $7,360-96.5% | $6,925-96.3% |