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 | $15,505 | $52,836-70.7% | $105,738-85.3% | $64,181-75.8% |
| Participation rate | 50.0% | 66.5%-16.5pp | 76.3%-26.3pp | 69.6%-19.6pp |
| Annual return | -4.67% | 14.30%-19.0pp | 6.27%-10.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $648 | $1,827-64.6% | $3,268-80.2% | $2,381-72.8% |
| Participant deferral / active EE | $890 | $2,545-65.0% | $4,080-78.2% | $3,470-74.4% |
| Admin fee / account holder | $109 | $3,959-97.2% | $6,913-98.4% | $4,887-97.8% |