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 | $10,463 | $67,602-84.5% | $82,312-87.3% | $70,126-85.1% |
| Participation rate | 68.2% | 72.8%-4.6pp | 76.9%-8.7pp | 69.5%-1.4pp |
| Annual return | 18.53% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $370 | $1,755-78.9% | $2,428-84.8% | $2,343-84.2% |
| Participant deferral / active EE | $903 | $2,987-69.8% | $3,706-75.6% | $3,332-72.9% |
| Admin fee / account holder | $239 | $4,512-94.7% | $5,608-95.7% | $4,645-94.9% |