Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,958 | $185,856-87.6% | $170,028-86.5% | $139,456-83.5% |
| Participation rate | 53.3% | 87.8%-34.4pp | 87.0%-33.7pp | 80.3%-27.0pp |
| Annual return | 21.68% | 60.52%-38.8pp | 53.39%-31.7pp | 373.45%-351.8pp |
| Employer contribution / active EE | $1,339 | $7,593-82.4% | $6,788-80.3% | $4,753-71.8% |
| Participant deferral / active EE | $3,393 | $11,623-70.8% | $10,409-67.4% | $6,711-49.5% |
| Admin fee / account holder | $218 | $15,387-98.6% | $12,820-98.3% | $11,407-98.1% |