Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,216 | $202,342-87.5% | $172,753-85.4% | $152,909-83.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 37.13% | 1029.88%-992.8pp | 803.00%-765.9pp | 345.46%-308.3pp |
| Employer contribution / active EE | $1,052 | $5,857-82.0% | $5,144-79.6% | $4,764-77.9% |
| Participant deferral / active EE | $8,049 | $5,948+35.3% | $5,198+54.9% | $5,851+37.6% |
| Admin fee / account holder | $93 | $17,112-99.5% | $13,956-99.3% | $11,601-99.2% |