Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,464 | $85,766-78.5% | $136,297-86.5% | $70,124-73.7% |
| Participation rate | 68.0% | 74.2%-6.2pp | 81.9%-13.9pp | 69.5%-1.5pp |
| Annual return | 15.47% | 31.45%-16.0pp | 5156.19%-5140.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $795 | $2,966-73.2% | $4,696-83.1% | $2,342-66.1% |
| Participant deferral / active EE | $1,235 | $5,051-75.6% | $6,247-80.2% | $3,332-62.9% |
| Admin fee / account holder | $274 | $5,420-94.9% | $9,244-97.0% | $4,645-94.1% |