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 | $11,209 | $118,488-90.5% | $98,462-88.6% | $139,487-92.0% |
| Participation rate | 41.2% | 77.5%-36.3pp | 75.2%-34.0pp | 80.3%-39.2pp |
| Annual return | 36.18% | 18.96%+17.2pp | 21.17%+15.0pp | 373.84%-337.7pp |
| Employer contribution / active EE | $800 | $3,611-77.8% | $3,049-73.8% | $4,755-83.2% |
| Participant deferral / active EE | $1,132 | $5,393-79.0% | $4,738-76.1% | $6,713-83.1% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |