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 | $13,919 | $211,288-93.4% | $178,540-92.2% | $145,884-90.5% |
| Participation rate | 47.4% | 80.8%-33.4pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 11.90% | 30.27%-18.4pp | 27.15%-15.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $761 | $4,574-83.4% | $3,953-80.8% | $4,662-83.7% |
| Participant deferral / active EE | $861 | $6,967-87.6% | $6,281-86.3% | $6,690-87.1% |
| Admin fee / account holder | $31 | $12,105-99.7% | $10,424-99.7% | $13,392-99.8% |