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 | $26,712 | $87,733-69.6% | $106,554-74.9% | $85,851-68.9% |
| Participation rate | 66.7% | 71.9%-5.3pp | 76.1%-9.5pp | 69.3%-2.7pp |
| Annual return | 18.16% | 21.86%-3.7pp | 26.80%-8.6pp | 318.63%-300.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $737 | $3,469-78.8% | $4,398-83.3% | $3,952-81.4% |
| Admin fee / account holder | $177 | $6,767-97.4% | $7,408-97.6% | $6,261-97.2% |