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 | $23,520 | $72,492-67.6% | $87,102-73.0% | $72,983-67.8% |
| Participation rate | 23.7% | 72.8%-49.1pp | 76.9%-53.1pp | 69.5%-45.8pp |
| Annual return | 20.13% | 24.46%-4.3pp | 28.19%-8.1pp | 81.01%-60.9pp |
| Employer contribution / active EE | $491 | $1,894-74.1% | $2,521-80.5% | $2,440-79.9% |
| Participant deferral / active EE | $809 | $3,270-75.2% | $4,048-80.0% | $3,608-77.6% |
| Admin fee / account holder | $147 | $5,055-97.1% | $7,491-98.0% | $5,124-97.1% |