Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,196 | $46,596-95.3% | $64,099-96.6% | $75,181-97.1% |
| Participation rate | 53.8% | 65.9%-12.1pp | 72.3%-18.5pp | 67.2%-13.4pp |
| Annual return | 39.02% | 26.04%+13.0pp | 33.70%+5.3pp | 160.69%-121.7pp |
| Employer contribution / active EE | $556 | $1,975-71.9% | $2,748-79.8% | $2,671-79.2% |
| Participant deferral / active EE | $644 | $2,837-77.3% | $3,881-83.4% | $4,126-84.4% |
| Admin fee / account holder | $248 | $2,954-91.6% | $3,070-91.9% | $5,650-95.6% |