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 | $20,236 | $69,774-71.0% | $67,561-70.0% | $74,429-72.8% |
| Participation rate | 44.0% | 71.4%-27.4pp | 72.9%-28.9pp | 67.2%-23.2pp |
| Annual return | 16.14% | -40.53%+56.7pp | 3525.44%-3509.3pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $455 | $2,710-83.2% | $2,735-83.4% | $2,625-82.7% |
| Participant deferral / active EE | $1,489 | $3,636-59.0% | $4,003-62.8% | $4,348-65.8% |
| Admin fee / account holder | $216 | $890-75.8% | $4,006-94.6% | $1,944-88.9% |