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 | $13,525 | $72,177-81.3% | $115,038-88.2% | $59,633-77.3% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | 42.98% | 12.02%+31.0pp | 26.14%+16.8pp | 2041.45%-1998.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,737 | $4,783+19.9% | $6,026-4.8% | $3,192+79.7% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |