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 | $7,680 | $112,933-93.2% | $90,970-91.6% | $158,982-95.2% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 17.47% | 215.82%-198.4pp | 134.60%-117.1pp | 302.99%-285.5pp |
| Employer contribution / active EE | $652 | $2,893-77.5% | $2,122-69.3% | $4,763-86.3% |
| Participant deferral / active EE | $821 | $4,128-80.1% | $3,373-75.7% | $5,983-86.3% |
| Admin fee / account holder | $25 | $8,047-99.7% | $5,961-99.6% | $11,252-99.8% |