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 | $9,174 | $51,244-82.1% | $80,977-88.7% | $55,167-83.4% |
| Participation rate | 51.6% | 71.7%-20.1pp | 75.8%-24.2pp | 69.0%-17.4pp |
| Annual return | 16.97% | 17.39%-0.4pp | 17.11%-0.1pp | 169.23%-152.3pp |
| Employer contribution / active EE | $1,069 | $1,770-39.6% | $3,715-71.2% | $1,963-45.5% |
| Participant deferral / active EE | $1,817 | $4,418-58.9% | $5,696-68.1% | $3,054-40.5% |
| Admin fee / account holder | $179 | $398-54.9% | $5,517-96.7% | $504-64.4% |