Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,235 | $124,330-93.4% | $109,173-92.5% | $167,536-95.1% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 20.32% | 26.04%-5.7pp | 25.75%-5.4pp | 478.82%-458.5pp |
| Employer contribution / active EE | $858 | $4,209-79.6% | $3,723-77.0% | $4,839-82.3% |
| Participant deferral / active EE | $924 | $5,256-82.4% | $4,654-80.1% | $6,342-85.4% |
| Admin fee / account holder | $252 | $7,974-96.8% | $6,755-96.3% | $12,315-98.0% |