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 | $10,458 | $133,981-92.2% | $112,249-90.7% | $134,532-92.2% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | 32.30% | 47.16%-14.9pp | 27.48%+4.8pp | 418.27%-386.0pp |
| Employer contribution / active EE | $605 | $4,040-85.0% | $3,636-83.4% | $4,741-87.2% |
| Participant deferral / active EE | $1,739 | $5,292-67.1% | $4,729-63.2% | $6,401-72.8% |
| Admin fee / account holder | $9 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |