Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,586 | $106,267-91.9% | $96,520-91.1% | $139,456-93.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 14.39% | 38.45%-24.1pp | 35.72%-21.3pp | 373.45%-359.1pp |
| Employer contribution / active EE | $788 | $4,105-80.8% | $3,739-78.9% | $4,753-83.4% |
| Participant deferral / active EE | $1,623 | $5,454-70.2% | $4,879-66.7% | $6,711-75.8% |
| Admin fee / account holder | $295 | $7,882-96.3% | $6,733-95.6% | $11,407-97.4% |