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 | $2,883 | $75,058-96.2% | $152,301-98.1% | $64,340-95.5% |
| Participation rate | 52.9% | 60.9%-8.0pp | 82.4%-29.5pp | 55.2%-2.3pp |
| Annual return | 25.13% | 29.93%-4.8pp | 80.50%-55.4pp | 24.14%+1.0pp |
| Employer contribution / active EE | $598 | $2,605-77.1% | $4,624-87.1% | $1,862-67.9% |
| Participant deferral / active EE | $708 | $5,041-85.9% | $8,004-91.1% | $2,980-76.2% |
| Admin fee / account holder | $214 | $4,050-94.7% | $14,398-98.5% | $3,703-94.2% |