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 | $6,961 | $183,592-96.2% | $155,574-95.5% | $145,877-95.2% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 21.13% | 61.37%-40.2pp | 64.87%-43.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $1,332 | $5,317-75.0% | $4,676-71.5% | $4,663-71.4% |
| Participant deferral / active EE | $1,593 | $6,466-75.4% | $5,629-71.7% | $6,691-76.2% |
| Admin fee / account holder | $158 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |