Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,368 | $167,415-84.8% | $140,514-81.9% | $198,609-87.2% |
| Participation rate | 68.4% | 80.9%-12.5pp | 77.8%-9.4pp | 82.4%-14.0pp |
| Annual return | 15.41% | 13.85%+1.6pp | 14.36%+1.1pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,571 | $5,579-36.0% | $4,919-27.4% | $6,977-48.8% |
| Admin fee / account holder | $282 | $16,730-98.3% | $13,697-97.9% | $19,030-98.5% |