Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Participant 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 | $3,874 | $53,063-92.7% | $124,206-96.9% | $82,637-95.3% |
| Participation rate | 66.0% | 58.4%+7.6pp | 69.6%-3.6pp | 68.1%-2.1pp |
| Annual return | 19.29% | 68.87%-49.6pp | 515.27%-496.0pp | 53.51%-34.2pp |
| Employer contribution / active EE | $488 | $1,530-68.1% | $3,540-86.2% | $2,552-80.9% |
| Participant deferral / active EE | $630 | $2,644-76.2% | $3,968-84.1% | $4,126-84.7% |
| Admin fee / account holder | $246 | $4,281-94.3% | $5,929-95.9% | $7,339-96.7% |