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 | $23,754 | $67,602-64.9% | $82,312-71.1% | $70,126-66.1% |
| Participation rate | 18.9% | 72.8%-53.9pp | 76.9%-58.0pp | 69.5%-50.6pp |
| Annual return | 21.86% | 21.57%+0.3pp | 25.88%-4.0pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $293 | $2,987-90.2% | $3,706-92.1% | $3,332-91.2% |
| Admin fee / account holder | $256 | $4,512-94.3% | $5,608-95.4% | $4,645-94.5% |