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 | $20,604 | $91,559-77.5% | $133,959-84.6% | $79,858-74.2% |
| Participation rate | 22.7% | 73.3%-50.6pp | 79.8%-57.1pp | 69.6%-46.9pp |
| Annual return | 15.52% | 61.85%-46.3pp | 45.09%-29.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $738 | $3,734-80.2% | $5,047-85.4% | $3,740-80.3% |
| Admin fee / account holder | $65 | $6,321-99.0% | $8,928-99.3% | $5,306-98.8% |