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 | $10,737 | $105,856-89.9% | $90,161-88.1% | $147,586-92.7% |
| Participation rate | 14.3% | 79.7%-65.4pp | 76.9%-62.6pp | 82.8%-68.5pp |
| Annual return | 17.68% | 37.63%-20.0pp | 34.89%-17.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,093 | $5,733-80.9% | $5,287-79.3% | $5,439-79.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |