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 | $6,182 | $232,540-97.3% | $185,117-96.7% | $147,586-95.8% |
| Participation rate | 53.8% | 82.4%-28.5pp | 77.3%-23.4pp | 82.8%-29.0pp |
| Annual return | 25.32% | 43.03%-17.7pp | 40.50%-15.2pp | 578.59%-553.3pp |
| Employer contribution / active EE | $578 | $5,195-88.9% | $4,182-86.2% | $4,876-88.1% |
| Participant deferral / active EE | $595 | $5,834-89.8% | $5,045-88.2% | $5,439-89.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |