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 | $11,006 | $135,956-91.9% | $123,894-91.1% | $273,972-96.0% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 639.96% | 56.63%+583.3pp | 47.52%+592.4pp | 41.46%+598.5pp |
| Employer contribution / active EE | $589 | $5,170-88.6% | $4,617-87.3% | $4,869-87.9% |
| Participant deferral / active EE | $5,406 | $6,343-14.8% | $5,984-9.7% | $5,287+2.2% |
| Admin fee / account holder | $107 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |