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 | $3,299 | $69,248-95.2% | $64,101-94.9% | $139,466-97.6% |
| Participation rate | 58.8% | 75.6%-16.8pp | 72.3%-13.5pp | 80.3%-21.5pp |
| Annual return | 31.35% | 45.95%-14.6pp | 33.72%-2.4pp | 373.66%-342.3pp |
| Employer contribution / active EE | $569 | $3,185-82.1% | $2,749-79.3% | $4,754-88.0% |
| Participant deferral / active EE | $754 | $4,682-83.9% | $3,881-80.6% | $6,712-88.8% |
| Admin fee / account holder | $165 | $4,247-96.1% | $3,070-94.6% | $11,409-98.6% |