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 | $25,916 | $198,461-86.9% | $170,436-84.8% | $147,585-82.4% |
| Participation rate | 30.4% | 88.0%-57.5pp | 83.6%-53.2pp | 82.8%-52.4pp |
| Annual return | 39.23% | 257.30%-218.1pp | 205.94%-166.7pp | 578.57%-539.3pp |
| Employer contribution / active EE | $1,095 | $6,184-82.3% | $5,433-79.8% | $4,876-77.6% |
| Participant deferral / active EE | $2,430 | $5,629-56.8% | $4,939-50.8% | $5,439-55.3% |
| Admin fee / account holder | $36 | $16,852-99.8% | $13,880-99.7% | $10,885-99.7% |