Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,846 | $39,132-92.7% | $57,196-95.0% | $62,881-95.5% |
| Participation rate | 61.4% | 70.5%-9.1pp | 75.3%-14.0pp | 69.3%-7.9pp |
| Annual return | 11.54% | 9.24%+2.3pp | 14.59%-3.1pp | 20.14%-8.6pp |
| Employer contribution / active EE | $677 | $1,874-63.9% | $2,683-74.8% | $2,281-70.3% |
| Participant deferral / active EE | $669 | $2,374-71.8% | $3,096-78.4% | $3,203-79.1% |
| Admin fee / account holder | $189 | $2,594-92.7% | $3,141-94.0% | $4,296-95.6% |