Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,038 | $64,359-86.0% | $90,161-90.0% | $70,126-87.1% |
| Participation rate | 36.5% | 70.4%-34.0pp | 76.9%-40.4pp | 69.5%-33.1pp |
| Annual return | 46.03% | 28.13%+17.9pp | 34.89%+11.1pp | 73.15%-27.1pp |
| Employer contribution / active EE | $502 | $2,046-75.5% | $3,318-84.9% | $2,343-78.6% |
| Participant deferral / active EE | $753 | $4,389-82.9% | $5,287-85.8% | $3,332-77.4% |
| Admin fee / account holder | $5 | $3,945-99.9% | $5,943-99.9% | $4,645-99.9% |