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 | $17,239 | $198,457-91.3% | $170,435-89.9% | $147,586-88.3% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 20.30% | 257.30%-237.0pp | 205.94%-185.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,300 | $6,183-79.0% | $5,432-76.1% | $4,876-73.3% |
| Participant deferral / active EE | $4,975 | $5,629-11.6% | $4,939+0.7% | $5,439-8.5% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |