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 | $7,543 | $76,550-90.1% | $123,894-93.9% | $62,881-88.0% |
| Participation rate | 48.8% | 73.0%-24.1pp | 81.4%-32.6pp | 69.3%-20.5pp |
| Annual return | 127.20% | 18.67%+108.5pp | 47.52%+79.7pp | 20.14%+107.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,494 | $4,840-27.8% | $5,984-41.6% | $3,203+9.1% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |