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 | $8,932 | $48,300-81.5% | $40,145,923-100.0% | $62,881-85.8% |
| Participation rate | 10.6% | 62.0%-51.4pp | 68.4%-57.8pp | 69.3%-58.7pp |
| Annual return | 17.89% | 6.95%+10.9pp | 5.24%+12.7pp | 20.14%-2.2pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $555 | $2,388-76.8% | $2,591-78.6% | $3,203-82.7% |
| Admin fee / account holder | $21 | $2,919-99.3% | $2,903-99.3% | $4,296-99.5% |