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 | $15,119 | $176,786-91.4% | $146,643-89.7% | $167,536-91.0% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 18.65% | 24.04%-5.4pp | 22.75%-4.1pp | 478.82%-460.2pp |
| Employer contribution / active EE | $835 | $5,161-83.8% | $4,137-79.8% | $4,839-82.7% |
| Participant deferral / active EE | $2,510 | $6,440-61.0% | $5,506-54.4% | $6,342-60.4% |
| Admin fee / account holder | $61 | $13,262-99.5% | $10,280-99.4% | $12,315-99.5% |