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 | $31,809 | $97,550-67.4% | $120,344-73.6% | $87,485-63.6% |
| Participation rate | 22.2% | 72.8%-50.6pp | 76.7%-54.5pp | 68.9%-46.7pp |
| Annual return | 23.15% | 18.41%+4.7pp | 20.30%+2.8pp | 26.06%-2.9pp |
| Employer contribution / active EE | $239 | $2,291-89.5% | $3,020-92.1% | $2,596-90.8% |
| Participant deferral / active EE | $1,988 | $4,230-53.0% | $5,135-61.3% | $4,274-53.5% |
| Admin fee / account holder | $105 | $9,543-98.9% | $12,742-99.2% | $7,775-98.6% |