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 | $22,050 | $181,896-87.9% | $156,551-85.9% | $273,972-92.0% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 7.98% | 30.74%-22.8pp | 32.23%-24.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $887 | $5,550-84.0% | $4,871-81.8% | $5,287-83.2% |
| Admin fee / account holder | $225 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |