Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,525 | $46,596-86.0% | $64,099-89.8% | $75,181-91.3% |
| Participation rate | 18.5% | 65.9%-47.4pp | 72.3%-53.8pp | 67.2%-48.7pp |
| Annual return | 19.92% | 26.04%-6.1pp | 33.70%-13.8pp | 160.69%-140.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $465 | $2,837-83.6% | $3,881-88.0% | $4,126-88.7% |
| Admin fee / account holder | $20 | $2,954-99.3% | $3,070-99.3% | $5,650-99.6% |