Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,105 | $52,450-80.7% | $129,397-92.2% | $74,429-86.4% |
| Participation rate | 33.6% | 53.8%-20.3pp | 69.6%-36.0pp | 67.2%-33.6pp |
| Annual return | 13.00% | 15.65%-2.6pp | 9453.98%-9441.0pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $258 | $1,532-83.2% | $4,154-93.8% | $2,625-90.2% |
| Participant deferral / active EE | $1,146 | $2,797-59.0% | $4,167-72.5% | $4,348-73.7% |
| Admin fee / account holder | $208 | $2,636-92.1% | $7,679-97.3% | $1,944-89.3% |