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 | $22,814 | $180,459-87.4% | $154,108-85.2% | $135,380-83.1% |
| Participation rate | 64.7% | 87.4%-22.7pp | 83.0%-18.3pp | 82.6%-17.9pp |
| Annual return | -8.32% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $955 | $6,035-84.2% | $5,298-82.0% | $4,779-80.0% |
| Participant deferral / active EE | $2,344 | $5,806-59.6% | $5,081-53.9% | $5,609-58.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |