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 | $8,648 | $48,078-82.0% | $78,676-89.0% | $62,881-86.2% |
| Participation rate | 51.4% | 65.2%-13.8pp | 73.6%-22.1pp | 69.3%-17.9pp |
| Annual return | 6.94% | 31.36%-24.4pp | 62.19%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $215 | $2,015-89.3% | $2,850-92.5% | $2,281-90.6% |
| Participant deferral / active EE | $307 | $2,587-88.1% | $3,517-91.3% | $3,203-90.4% |
| Admin fee / account holder | $21 | $3,206-99.4% | $4,510-99.5% | $4,296-99.5% |