Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,096 | $98,766-95.9% | $149,730-97.3% | $79,852-94.9% |
| Participation rate | 67.5% | 75.8%-8.3pp | 82.5%-15.0pp | 69.6%-2.1pp |
| Annual return | 31.27% | 27.43%+3.8pp | 276.70%-245.4pp | 31.72%-0.4pp |
| Employer contribution / active EE | $670 | $3,217-79.2% | $4,645-85.6% | $2,471-72.9% |
| Participant deferral / active EE | $955 | $5,681-83.2% | $6,843-86.0% | $3,740-74.5% |
| Admin fee / account holder | $44 | $6,052-99.3% | $9,310-99.5% | $5,306-99.2% |