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 | $16,124 | $144,130-88.8% | $117,861-86.3% | $147,586-89.1% |
| Participation rate | 44.4% | 83.4%-39.0pp | 79.7%-35.2pp | 82.8%-38.4pp |
| Annual return | 20.12% | 531.20%-511.1pp | 335.11%-315.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $807 | $4,897-83.5% | $3,786-78.7% | $4,876-83.5% |
| Participant deferral / active EE | $1,647 | $5,316-69.0% | $4,482-63.3% | $5,439-69.7% |
| Admin fee / account holder | $25 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |