Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,883 | $60,504-82.0% | $81,882-86.7% | $74,478-85.4% |
| Participation rate | 24.8% | 62.9%-38.1pp | 72.4%-47.6pp | 67.2%-42.4pp |
| Annual return | 13.54% | 16.91%-3.4pp | 779.47%-765.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $381 | $2,627-85.5% | $2,916-86.9% | $2,626-85.5% |
| Participant deferral / active EE | $222 | $3,400-93.5% | $4,323-94.9% | $4,350-94.9% |
| Admin fee / account holder | $86 | $1,492-94.2% | $7,360-98.8% | $1,946-95.6% |