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 | $7,742 | $72,027-89.3% | $185,861-95.8% | $79,856-90.3% |
| Participation rate | 54.3% | 65.8%-11.5pp | 78.0%-23.8pp | 69.6%-15.4pp |
| Annual return | 19.11% | 23.13%-4.0pp | 35.96%-16.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,115 | $3,780-70.5% | $5,634-80.2% | $3,741-70.2% |
| Admin fee / account holder | $156 | $4,513-96.6% | $9,503-98.4% | $5,306-97.1% |