Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,421 | $52,279-87.7% | $89,414-92.8% | $79,852-92.0% |
| Participation rate | 27.6% | 57.5%-30.0pp | 68.0%-40.4pp | 69.6%-42.1pp |
| Annual return | 42.20% | 22.16%+20.0pp | 245.50%-203.3pp | 31.72%+10.5pp |
| Employer contribution / active EE | $505 | $1,572-67.9% | $2,586-80.5% | $2,471-79.6% |
| Participant deferral / active EE | $586 | $2,740-78.6% | $3,890-84.9% | $3,740-84.3% |
| Admin fee / account holder | $18 | $3,356-99.5% | $4,883-99.6% | $5,306-99.7% |