Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,672 | $105,160-92.7% | $94,679-91.9% | $139,456-94.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 23.07% | 38.04%-15.0pp | 156.75%-133.7pp | 373.45%-350.4pp |
| Employer contribution / active EE | $655 | $4,107-84.0% | $3,673-82.2% | $4,753-86.2% |
| Participant deferral / active EE | $655 | $7,599-91.4% | $7,417-91.2% | $6,711-90.2% |
| Admin fee / account holder | $20 | $8,988-99.8% | $7,233-99.7% | $11,407-99.8% |