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 | $3,752 | $215,361-98.3% | $171,082-97.8% | $273,972-98.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 18.85% | 25.14%-6.3pp | 32.56%-13.7pp | 41.46%-22.6pp |
| Employer contribution / active EE | $652 | $4,967-86.9% | $4,002-83.7% | $4,869-86.6% |
| Participant deferral / active EE | $735 | $5,543-86.7% | $4,797-84.7% | $5,287-86.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |