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 | $13,613 | $48,364-71.9% | $71,796-81.0% | $62,881-78.4% |
| Participation rate | 59.6% | 60.6%-1.0pp | 69.1%-9.5pp | 69.3%-9.7pp |
| Annual return | 11.58% | 13.16%-1.6pp | 78.04%-66.5pp | 20.14%-8.6pp |
| Employer contribution / active EE | $120 | $1,042-88.5% | $1,924-93.8% | $2,281-94.8% |
| Participant deferral / active EE | $1,474 | $2,091-29.5% | $2,794-47.3% | $3,203-54.0% |
| Admin fee / account holder | $125 | $3,771-96.7% | $4,815-97.4% | $4,296-97.1% |