Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,020 | $217,432-94.0% | $185,851-93.0% | $167,553-92.2% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 27.24% | 148.43%-121.2pp | 122.11%-94.9pp | 478.89%-451.7pp |
| Employer contribution / active EE | $403 | $5,874-93.1% | $5,168-92.2% | $4,840-91.7% |
| Participant deferral / active EE | $3,481 | $6,357-45.2% | $5,569-37.5% | $6,343-45.1% |
| Admin fee / account holder | $39 | $19,820-99.8% | $16,245-99.8% | $12,316-99.7% |