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 | $28,010 | $168,636-83.4% | $147,618-81.0% | $125,388-77.7% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | 529.13% | 77.65%+451.5pp | 61.98%+467.1pp | 282.24%+246.9pp |
| Employer contribution / active EE | $1,044 | $6,252-83.3% | $5,565-81.2% | $4,866-78.5% |
| Participant deferral / active EE | $3,078 | $5,507-44.1% | $4,895-37.1% | $5,352-42.5% |
| Admin fee / account holder | $145 | $13,580-98.9% | $11,612-98.8% | $9,541-98.5% |