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 | $14,786 | $82,674-82.1% | $125,363-88.2% | $68,495-78.4% |
| Participation rate | 52.5% | 75.0%-22.5pp | 82.4%-29.9pp | 67.9%-15.4pp |
| Annual return | 30.92% | -5.97%+36.9pp | 572.15%-541.2pp | -7.84%+38.8pp |
| Employer contribution / active EE | $901 | $3,382-73.4% | $4,815-81.3% | $2,596-65.3% |
| Participant deferral / active EE | $1,991 | $6,111-67.4% | $7,447-73.3% | $4,028-50.6% |
| Admin fee / account holder | $134 | $6,276-97.9% | $10,005-98.7% | $5,403-97.5% |