Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,234 | $57,541-96.1% | $95,740-97.7% | $75,173-97.0% |
| Participation rate | 35.3% | 62.5%-27.2pp | 72.3%-37.0pp | 67.2%-31.9pp |
| Annual return | 75.62% | 34.93%+40.7pp | 28.41%+47.2pp | 160.72%-85.1pp |
| Employer contribution / active EE | $710 | $1,808-60.7% | $2,836-75.0% | $2,671-73.4% |
| Participant deferral / active EE | $877 | $3,074-71.5% | $4,244-79.3% | $4,126-78.7% |
| Admin fee / account holder | $121 | $4,099-97.0% | $5,676-97.9% | $5,651-97.9% |