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 | $9,208 | $67,606-86.4% | $82,313-88.8% | $70,124-86.9% |
| Participation rate | 34.5% | 72.8%-38.3pp | 76.9%-42.4pp | 69.5%-35.1pp |
| Annual return | 72.97% | 21.57%+51.4pp | 25.88%+47.1pp | 73.14%-0.2pp |
| Employer contribution / active EE | $807 | $1,755-54.0% | $2,428-66.8% | $2,342-65.5% |
| Participant deferral / active EE | $1,221 | $2,987-59.1% | $3,706-67.1% | $3,332-63.3% |
| Admin fee / account holder | $256 | $4,512-94.3% | $5,608-95.4% | $4,645-94.5% |