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 | $24,418 | $152,619-84.0% | $125,195-80.5% | $152,909-84.0% |
| Participation rate | 31.8% | 83.3%-51.5pp | 79.8%-48.0pp | 82.5%-50.6pp |
| Annual return | 21.12% | 54.85%-33.7pp | 43.79%-22.7pp | 345.46%-324.3pp |
| Employer contribution / active EE | $463 | $4,947-90.6% | $3,866-88.0% | $4,764-90.3% |
| Participant deferral / active EE | $1,920 | $5,869-67.3% | $4,937-61.1% | $5,851-67.2% |
| Admin fee / account holder | $285 | $13,437-97.9% | $9,704-97.1% | $11,601-97.5% |