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 | $11,784 | $156,398-92.5% | $147,318-92.0% | $138,895-91.5% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 20.90% | 78.75%-57.9pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,024 | $4,853-78.9% | $4,593-77.7% | $4,194-75.6% |
| Participant deferral / active EE | $1,493 | $8,237-81.9% | $7,906-81.1% | $6,396-76.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |