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 | $25,138 | $95,453-73.7% | $112,040-77.6% | $82,448-69.5% |
| Participation rate | 40.6% | 72.8%-32.1pp | 76.5%-35.9pp | 68.1%-27.4pp |
| Annual return | 19.84% | 23.92%-4.1pp | 24.52%-4.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $901 | $2,318-61.1% | $2,954-69.5% | $2,551-64.7% |
| Participant deferral / active EE | $1,164 | $4,224-72.4% | $5,098-77.2% | $4,139-71.9% |
| Admin fee / account holder | $28 | $9,013-99.7% | $12,098-99.8% | $7,234-99.6% |