Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,438 | $80,992-69.8% | $96,534-74.7% | $75,173-67.5% |
| Participation rate | 58.2% | 71.8%-13.6pp | 76.0%-17.8pp | 67.2%-9.0pp |
| Annual return | 54.05% | 27.05%+27.0pp | 25.88%+28.2pp | 160.72%-106.7pp |
| Employer contribution / active EE | $5 | $2,283-99.8% | $2,965-99.8% | $2,671-99.8% |
| Participant deferral / active EE | $4,040 | $3,929+2.8% | $4,851-16.7% | $4,126-2.1% |
| Admin fee / account holder | $58 | $6,717-99.1% | $8,253-99.3% | $5,651-99.0% |