Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,788 | $202,342-97.1% | $172,752-96.6% | $152,897-96.2% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 87.56% | 1029.83%-942.3pp | 802.97%-715.4pp | 345.43%-257.9pp |
| Employer contribution / active EE | $713 | $5,858-87.8% | $5,144-86.1% | $4,764-85.0% |
| Participant deferral / active EE | $2,255 | $5,948-62.1% | $5,198-56.6% | $5,851-61.5% |
| Admin fee / account holder | $13 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |