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 | $9,120 | $39,132-76.7% | $57,196-84.1% | $62,881-85.5% |
| Participation rate | 62.9% | 70.5%-7.6pp | 75.3%-12.4pp | 69.3%-6.4pp |
| Annual return | 4.16% | 9.24%-5.1pp | 14.59%-10.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $493 | $1,874-73.7% | $2,683-81.6% | $2,281-78.4% |
| Participant deferral / active EE | $415 | $2,374-82.5% | $3,096-86.6% | $3,203-87.0% |
| Admin fee / account holder | $2 | $2,594-99.9% | $3,141-99.9% | $4,296-99.9% |