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 | $11,035 | $58,493-81.1% | $84,021-86.9% | $72,975-84.9% |
| Participation rate | 37.3% | 61.2%-24.0pp | 69.0%-31.8pp | 69.5%-32.2pp |
| Annual return | 22.53% | 28.93%-6.4pp | 71.32%-48.8pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,269 | $2,394-47.0% | $3,239-60.8% | $3,608-64.8% |
| Admin fee / account holder | $78 | $4,569-98.3% | $6,102-98.7% | $5,124-98.5% |