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 | $23,237 | $198,457-88.3% | $170,435-86.4% | $147,586-84.3% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 16.24% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,160 | $6,183-81.2% | $5,432-78.6% | $4,876-76.2% |
| Participant deferral / active EE | $3,463 | $5,629-38.5% | $4,939-29.9% | $5,439-36.3% |
| Admin fee / account holder | $299 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |