Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,518 | $106,864-82.7% | $147,318-87.4% | $82,637-77.6% |
| Participation rate | 32.1% | 75.5%-43.4pp | 82.1%-49.9pp | 68.1%-35.9pp |
| Annual return | 21.22% | 27.49%-6.3pp | 70.43%-49.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $773 | $3,417-77.4% | $4,593-83.2% | $2,552-69.7% |
| Participant deferral / active EE | $1,872 | $6,496-71.2% | $7,906-76.3% | $4,126-54.6% |
| Admin fee / account holder | $88 | $8,415-99.0% | $13,708-99.4% | $7,339-98.8% |