Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,679 | $209,336-92.5% | $197,124-92.0% | $137,256-88.6% |
| Participation rate | 23.5% | 87.3%-63.8pp | 86.7%-63.2pp | 80.0%-56.4pp |
| Annual return | 18.17% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,005 | $9,614-89.5% | $9,135-89.0% | $6,407-84.3% |
| Admin fee / account holder | $88 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |