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 | $21,794 | $165,361-86.8% | $149,715-85.4% | $158,950-86.3% |
| Participation rate | 22.2% | 84.6%-62.3pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 29.30% | 348.24%-318.9pp | 276.66%-247.4pp | 302.91%-273.6pp |
| Employer contribution / active EE | $930 | $5,103-81.8% | $4,645-80.0% | $4,762-80.5% |
| Participant deferral / active EE | $1,323 | $7,182-81.6% | $6,842-80.7% | $5,983-77.9% |
| Admin fee / account holder | $60 | $10,808-99.4% | $9,310-99.4% | $11,248-99.5% |