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 | $2,861 | $81,358-96.5% | $155,556-98.2% | $80,959-96.5% |
| Participation rate | 8.6% | 66.3%-57.7pp | 78.2%-69.7pp | 67.7%-59.1pp |
| Annual return | 13.42% | 33.39%-20.0pp | 64.84%-51.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $68 | $3,455-98.0% | $5,631-98.8% | $4,300-98.4% |
| Admin fee / account holder | $5 | $7,994-99.9% | $15,885-100.0% | $6,925-99.9% |