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 | $21,161 | $109,359-80.6% | $162,171-87.0% | $72,983-71.0% |
| Participation rate | 57.4% | 84.3%-26.8pp | 87.6%-30.1pp | 69.5%-12.1pp |
| Annual return | 35.65% | 25.46%+10.2pp | 115.60%-80.0pp | 81.01%-45.4pp |
| Employer contribution / active EE | $695 | $3,907-82.2% | $5,613-87.6% | $2,440-71.5% |
| Participant deferral / active EE | $5,624 | $5,481+2.6% | $7,297-22.9% | $3,608+55.9% |
| Admin fee / account holder | $113 | $7,972-98.6% | $10,843-99.0% | $5,124-97.8% |