Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,266 | $101,752-81.1% | $164,928-88.3% | $80,911-76.2% |
| Participation rate | 48.0% | 71.8%-23.8pp | 78.6%-30.6pp | 67.6%-19.6pp |
| Annual return | 20.51% | 16.73%+3.8pp | 70.08%-49.6pp | 35.63%-15.1pp |
| Employer contribution / active EE | $1,121 | $2,953-62.1% | $4,343-74.2% | $2,756-59.3% |
| Participant deferral / active EE | $1,700 | $4,477-62.0% | $6,034-71.8% | $4,297-60.4% |
| Admin fee / account holder | $0 | $8,218-100.0% | $12,684-100.0% | $6,935-100.0% |