Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,072 | $156,398-89.7% | $147,318-89.1% | $138,895-88.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.54% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $469 | $4,853-90.3% | $4,593-89.8% | $4,194-88.8% |
| Participant deferral / active EE | $3,464 | $8,237-57.9% | $7,906-56.2% | $6,396-45.8% |
| Admin fee / account holder | $57 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |