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 | $11,912 | $148,582-92.0% | $135,942-91.2% | $139,456-91.5% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 15.08% | 79.26%-64.2pp | 68.28%-53.2pp | 373.45%-358.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $925 | $8,101-88.6% | $7,759-88.1% | $6,711-86.2% |
| Admin fee / account holder | $122 | $12,402-99.0% | $10,764-98.9% | $11,407-98.9% |