Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,942 | $165,361-86.7% | $149,715-85.3% | $158,950-86.2% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 19.75% | 348.24%-328.5pp | 276.66%-256.9pp | 302.91%-283.2pp |
| Employer contribution / active EE | $1,082 | $5,103-78.8% | $4,645-76.7% | $4,762-77.3% |
| Participant deferral / active EE | $1,347 | $7,182-81.2% | $6,842-80.3% | $5,983-77.5% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |