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 | $12,827 | $102,429-87.5% | $147,096-91.3% | $80,925-84.1% |
| Participation rate | 23.8% | 75.9%-52.1pp | 82.2%-58.4pp | 67.7%-43.8pp |
| Annual return | 11.91% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,637 | $6,649-60.3% | $8,071-67.3% | $4,299-38.7% |
| Admin fee / account holder | $80 | $7,957-99.0% | $13,005-99.4% | $6,940-98.8% |