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 | $12,622 | $106,923-88.2% | $84,023-85.0% | $152,909-91.7% |
| Participation rate | 25.0% | 75.3%-50.3pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 31.86% | 105.02%-73.2pp | 71.32%-39.5pp | 345.46%-313.6pp |
| Employer contribution / active EE | $656 | $2,735-76.0% | $1,984-67.0% | $4,764-86.2% |
| Participant deferral / active EE | $656 | $4,013-83.7% | $3,239-79.8% | $5,851-88.8% |
| Admin fee / account holder | $56 | $8,289-99.3% | $6,102-99.1% | $11,601-99.5% |