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 | $35,678 | $114,712-68.9% | $173,730-79.5% | $87,485-59.2% |
| Participation rate | 57.1% | 73.0%-15.9pp | 79.6%-22.4pp | 68.9%-11.8pp |
| Annual return | 16.71% | 20.18%-3.5pp | 19.96%-3.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $997 | $2,904-65.7% | $4,577-78.2% | $2,596-61.6% |
| Participant deferral / active EE | $1,486 | $4,642-68.0% | $6,326-76.5% | $4,274-65.2% |
| Admin fee / account holder | $251 | $10,210-97.5% | $17,523-98.6% | $7,775-96.8% |