Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,678 | $81,331-90.6% | $155,534-95.1% | $80,935-90.5% |
| Participation rate | 21.5% | 66.3%-44.7pp | 78.2%-56.7pp | 67.7%-46.1pp |
| Annual return | 22.05% | 33.37%-11.3pp | 64.92%-42.9pp | 35.66%-13.6pp |
| Employer contribution / active EE | $402 | $3,105-87.0% | $4,675-91.4% | $2,757-85.4% |
| Participant deferral / active EE | $516 | $3,454-85.1% | $5,630-90.8% | $4,299-88.0% |
| Admin fee / account holder | $101 | $7,999-98.7% | $15,900-99.4% | $6,924-98.5% |