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 | $10,902 | $63,346-82.8% | $92,240-88.2% | $70,126-84.5% |
| Participation rate | 28.6% | 68.7%-40.1pp | 76.5%-47.9pp | 69.5%-41.0pp |
| Annual return | 43.76% | 530.19%-486.4pp | 176.29%-132.5pp | 73.15%-29.4pp |
| Employer contribution / active EE | $497 | $2,471-79.9% | $3,680-86.5% | $2,343-78.8% |
| Participant deferral / active EE | $2,002 | $2,854-29.9% | $3,897-48.6% | $3,332-39.9% |
| Admin fee / account holder | $256 | $3,841-93.3% | $5,194-95.1% | $4,645-94.5% |