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 | $9,968 | $161,352-93.8% | $134,172-92.6% | $137,256-92.7% |
| Participation rate | 43.8% | 78.3%-34.5pp | 72.5%-28.7pp | 80.0%-36.2pp |
| Annual return | 22.89% | 28.72%-5.8pp | 25.30%-2.4pp | 220.34%-197.5pp |
| Employer contribution / active EE | $720 | $4,099-82.4% | $3,420-79.0% | $4,156-82.7% |
| Participant deferral / active EE | $1,307 | $5,552-76.5% | $4,690-72.1% | $6,407-79.6% |
| Admin fee / account holder | $67 | $15,028-99.6% | $12,016-99.4% | $12,270-99.5% |