Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,376 | $64,010-68.2% | $108,359-81.2% | $64,340-68.3% |
| Participation rate | 10.0% | 49.4%-39.4pp | 70.1%-60.1pp | 55.2%-45.2pp |
| Annual return | 15.31% | 19.74%-4.4pp | 36.89%-21.6pp | 24.14%-8.8pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $399 | $2,395-83.3% | $4,137-90.3% | $2,980-86.6% |
| Admin fee / account holder | $28 | $4,885-99.4% | $9,741-99.7% | $3,703-99.2% |