Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,701 | $95,415-90.9% | $185,851-95.3% | $85,851-89.9% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | 28.84% | 23.59%+5.3pp | 122.11%-93.3pp | 318.63%-289.8pp |
| Employer contribution / active EE | $264 | $3,314-92.0% | $5,168-94.9% | $2,565-89.7% |
| Participant deferral / active EE | $1,604 | $3,424-53.2% | $5,569-71.2% | $3,952-59.4% |
| Admin fee / account holder | $104 | $7,215-98.6% | $16,245-99.4% | $6,261-98.3% |