Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,675 | $54,763-82.3% | $90,324-89.3% | $72,976-86.7% |
| Participation rate | 16.1% | 65.2%-49.0pp | 73.3%-57.2pp | 69.5%-53.4pp |
| Annual return | 24.93% | 30.63%-5.7pp | 78.15%-53.2pp | 81.02%-56.1pp |
| Employer contribution / active EE | $324 | $2,093-84.5% | $2,856-88.7% | $2,440-86.7% |
| Participant deferral / active EE | $342 | $2,887-88.2% | $3,885-91.2% | $3,608-90.5% |
| Admin fee / account holder | $44 | $3,973-98.9% | $5,356-99.2% | $5,124-99.1% |