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 | $23,774 | $223,823-89.4% | $211,142-88.7% | $154,746-84.6% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 12.75% | 50.39%-37.6pp | 46.84%-34.1pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,797 | $6,787-73.5% | $6,442-72.1% | $4,379-59.0% |
| Participant deferral / active EE | $2,170 | $9,750-77.7% | $9,284-76.6% | $6,730-67.8% |
| Admin fee / account holder | $208 | $19,707-98.9% | $19,076-98.9% | $14,365-98.6% |