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 | $1,246 | $29,319-95.8% | $52,425-97.6% | $82,448-98.5% |
| Participation rate | 67.3% | 46.9%+20.4pp | 55.6%+11.6pp | 68.1%-0.8pp |
| Annual return | 28.20% | 535.20%-507.0pp | 302.12%-273.9pp | 41.64%-13.4pp |
| Employer contribution / active EE | $188 | $586-68.0% | $914-79.5% | $2,551-92.6% |
| Participant deferral / active EE | $194 | $1,171-83.5% | $1,790-89.2% | $4,139-95.3% |
| Admin fee / account holder | $51 | $1,962-97.4% | $2,495-98.0% | $7,234-99.3% |