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 | $6,023 | $84,236-92.8% | $170,439-96.5% | $70,124-91.4% |
| Participation rate | 31.4% | 70.8%-39.4pp | 83.6%-52.2pp | 69.5%-38.1pp |
| Annual return | 46.90% | 23.06%+23.8pp | 205.94%-159.0pp | 73.14%-26.2pp |
| Employer contribution / active EE | $457 | $3,387-86.5% | $5,433-91.6% | $2,342-80.5% |
| Participant deferral / active EE | $682 | $3,086-77.9% | $4,939-86.2% | $3,332-79.5% |
| Admin fee / account holder | $66 | $5,698-98.8% | $13,881-99.5% | $4,645-98.6% |