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 | $6,617 | $72,486-90.9% | $87,103-92.4% | $72,976-90.9% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.9%-19.0pp | 69.5%-11.6pp |
| Annual return | 95.37% | 24.46%+70.9pp | 28.19%+67.2pp | 81.02%+14.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,293 | $3,270+0.7% | $4,049-18.7% | $3,608-8.7% |
| Admin fee / account holder | $94 | $5,055-98.1% | $7,491-98.7% | $5,124-98.2% |