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 | $9,292 | $77,358-88.0% | $102,184-90.9% | $87,485-89.4% |
| Participation rate | 67.9% | 78.7%-10.7pp | 82.6%-14.6pp | 68.9%-1.0pp |
| Annual return | 21.12% | 41.11%-20.0pp | 31.58%-10.5pp | 26.06%-4.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,341 | $6,753-80.1% | $8,309-83.9% | $4,274-68.6% |
| Admin fee / account holder | $170 | $6,809-97.5% | $11,609-98.5% | $7,775-97.8% |