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 | $16,876 | $100,033-83.1% | $149,716-88.7% | $70,124-75.9% |
| Participation rate | 51.6% | 83.6%-32.0pp | 87.1%-35.5pp | 69.5%-17.9pp |
| Annual return | 18.07% | 27.43%-9.4pp | 1501.67%-1483.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,172 | $3,661-68.0% | $5,444-78.5% | $2,342-50.0% |
| Participant deferral / active EE | $1,505 | $4,982-69.8% | $6,568-77.1% | $3,332-54.8% |
| Admin fee / account holder | $296 | $8,285-96.4% | $11,282-97.4% | $4,645-93.6% |