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 | $6,747 | $78,690-91.4% | $161,489-95.8% | $87,485-92.3% |
| Participation rate | 55.9% | 67.5%-11.5pp | 78.7%-22.8pp | 68.9%-13.0pp |
| Annual return | 13.52% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $180 | $3,311-94.6% | $5,630-96.8% | $4,274-95.8% |
| Admin fee / account holder | $111 | $6,724-98.4% | $16,006-99.3% | $7,775-98.6% |