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 | $10,957 | $77,419-85.8% | $69,461-84.2% | $152,885-92.8% |
| Participation rate | 65.0% | 78.1%-13.1pp | 74.6%-9.6pp | 82.5%-17.5pp |
| Annual return | 22.76% | 39.07%-16.3pp | 28.97%-6.2pp | 345.39%-322.6pp |
| Employer contribution / active EE | $343 | $3,315-89.7% | $2,779-87.7% | $4,763-92.8% |
| Participant deferral / active EE | $1,590 | $4,414-64.0% | $3,536-55.0% | $5,851-72.8% |
| Admin fee / account holder | $19 | $6,207-99.7% | $3,840-99.5% | $11,598-99.8% |