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 | $15,261 | $157,296-90.3% | $141,191-89.2% | $152,897-90.0% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 29.92% | 64.34%-34.4pp | 71.41%-41.5pp | 345.43%-315.5pp |
| Employer contribution / active EE | $1,430 | $5,262-72.8% | $4,736-69.8% | $4,764-70.0% |
| Participant deferral / active EE | $2,036 | $7,111-71.4% | $6,710-69.7% | $5,851-65.2% |
| Admin fee / account holder | $92 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |