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 | $7,667 | $56,287-86.4% | $80,977-90.5% | $62,881-87.8% |
| Participation rate | 30.6% | 68.9%-38.4pp | 75.8%-45.3pp | 69.3%-38.7pp |
| Annual return | 7.16% | 22.13%-15.0pp | 17.11%-9.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $750 | $4,196-82.1% | $5,696-86.8% | $3,203-76.6% |
| Admin fee / account holder | $232 | $3,742-93.8% | $5,517-95.8% | $4,296-94.6% |