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 | $25,343 | $202,345-87.5% | $172,755-85.3% | $152,885-83.4% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 26.97% | 1029.77%-1002.8pp | 802.94%-776.0pp | 345.39%-318.4pp |
| Employer contribution / active EE | $562 | $5,858-90.4% | $5,144-89.1% | $4,763-88.2% |
| Participant deferral / active EE | $2,214 | $5,948-62.8% | $5,198-57.4% | $5,851-62.2% |
| Admin fee / account holder | $288 | $17,111-98.3% | $13,955-97.9% | $11,598-97.5% |