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 | $15,654 | $63,346-75.3% | $92,240-83.0% | $70,126-77.7% |
| Participation rate | 26.8% | 68.7%-41.8pp | 76.5%-49.7pp | 69.5%-42.7pp |
| Annual return | 23.47% | 530.19%-506.7pp | 176.29%-152.8pp | 73.15%-49.7pp |
| Employer contribution / active EE | $251 | $2,471-89.8% | $3,680-93.2% | $2,343-89.3% |
| Participant deferral / active EE | $1,413 | $2,854-50.5% | $3,897-63.7% | $3,332-57.6% |
| Admin fee / account holder | $274 | $3,841-92.9% | $5,194-94.7% | $4,645-94.1% |