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 | $11,083 | $77,460-85.7% | $100,378-89.0% | $80,925-86.3% |
| Participation rate | 52.3% | 76.9%-24.7pp | 81.5%-29.2pp | 67.7%-15.4pp |
| Annual return | 12.75% | 37.24%-24.5pp | 49.41%-36.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,484 | $6,818-78.2% | $8,087-81.6% | $4,299-65.5% |
| Admin fee / account holder | $289 | $5,887-95.1% | $7,899-96.3% | $6,940-95.8% |