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 | $13,037 | $211,288-93.8% | $178,540-92.7% | $145,884-91.1% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 12.59% | 30.27%-17.7pp | 27.15%-14.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $886 | $4,574-80.6% | $3,953-77.6% | $4,662-81.0% |
| Participant deferral / active EE | $944 | $6,967-86.4% | $6,281-85.0% | $6,690-85.9% |
| Admin fee / account holder | $281 | $12,105-97.7% | $10,424-97.3% | $13,392-97.9% |