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 | $25,695 | $80,992-68.3% | $96,534-73.4% | $75,173-65.8% |
| Participation rate | 6.3% | 71.8%-65.5pp | 76.0%-69.7pp | 67.2%-61.0pp |
| Annual return | 46.19% | 27.05%+19.1pp | 25.88%+20.3pp | 160.72%-114.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $996 | $3,929-74.6% | $4,851-79.5% | $4,126-75.9% |
| Admin fee / account holder | $66 | $6,717-99.0% | $8,253-99.2% | $5,651-98.8% |