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 | $16,212 | $157,304-89.7% | $141,197-88.5% | $152,909-89.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 28.37% | 64.34%-36.0pp | 71.41%-43.0pp | 345.46%-317.1pp |
| Employer contribution / active EE | $702 | $5,263-86.7% | $4,736-85.2% | $4,764-85.3% |
| Participant deferral / active EE | $3,319 | $7,111-53.3% | $6,710-50.5% | $5,851-43.3% |
| Admin fee / account holder | $81 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |