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 | $9,111 | $46,877-80.6% | $122,354-92.6% | $70,126-87.0% |
| Participation rate | 8.3% | 58.2%-49.9pp | 71.6%-63.3pp | 69.5%-61.2pp |
| Annual return | 16.98% | 24.22%-7.2pp | 30.28%-13.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $285 | $2,167-86.9% | $3,287-91.3% | $3,332-91.4% |
| Admin fee / account holder | $46 | $3,324-98.6% | $5,479-99.2% | $4,645-99.0% |