Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,155 | $105,210-87.5% | $159,487-91.8% | $85,851-84.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 21.04% | 45.08%-24.0pp | 263.71%-242.7pp | 318.63%-297.6pp |
| Employer contribution / active EE | $1,122 | $3,319-66.2% | $4,831-76.8% | $2,565-56.3% |
| Participant deferral / active EE | $2,224 | $5,946-62.6% | $7,354-69.8% | $3,952-43.7% |
| Admin fee / account holder | $169 | $6,934-97.6% | $10,804-98.4% | $6,261-97.3% |