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 | $24,264 | $144,130-83.2% | $117,861-79.4% | $147,586-83.6% |
| Participation rate | 30.8% | 83.4%-52.7pp | 79.7%-48.9pp | 82.8%-52.1pp |
| Annual return | 25.04% | 531.20%-506.2pp | 335.11%-310.1pp | 578.59%-553.6pp |
| Employer contribution / active EE | $539 | $4,897-89.0% | $3,786-85.8% | $4,876-88.9% |
| Participant deferral / active EE | $2,335 | $5,316-56.1% | $4,482-47.9% | $5,439-57.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |