Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,930 | $166,268-89.8% | $165,100-89.7% | $145,897-88.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 10.05% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,352 | $5,284-74.4% | $4,348-68.9% | $4,663-71.0% |
| Participant deferral / active EE | $1,999 | $6,964-71.3% | $6,035-66.9% | $6,689-70.1% |
| Admin fee / account holder | $77 | $16,659-99.5% | $12,696-99.4% | $13,390-99.4% |