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 | $22,623 | $79,557-71.6% | $118,746-80.9% | $70,126-67.7% |
| Participation rate | 34.5% | 71.4%-36.9pp | 78.3%-43.8pp | 69.5%-35.1pp |
| Annual return | 261.99% | 25.64%+236.3pp | 24.54%+237.5pp | 73.15%+188.8pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,268 | $4,089-69.0% | $5,332-76.2% | $3,332-61.9% |
| Admin fee / account holder | $196 | $5,374-96.3% | $10,720-98.2% | $4,645-95.8% |