Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,151 | $69,977-84.1% | $108,582-89.7% | $62,881-82.3% |
| Participation rate | 8.5% | 72.9%-64.4pp | 79.6%-71.1pp | 69.3%-60.8pp |
| Annual return | 40.15% | 10.73%+29.4pp | -51.70%+91.9pp | 20.14%+20.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $266 | $3,165-91.6% | $4,311-93.8% | $3,203-91.7% |
| Admin fee / account holder | $31 | $5,076-99.4% | $7,645-99.6% | $4,296-99.3% |