Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,970 | $45,312-95.7% | $86,233-97.7% | $67,986-97.1% |
| Participation rate | 49.1% | 42.4%+6.7pp | 69.0%-19.9pp | 57.2%-8.1pp |
| Annual return | 19.27% | 24.79%-5.5pp | 61.39%-42.1pp | 31.67%-12.4pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $234 | $2,185-89.3% | $4,559-94.9% | $3,358-93.0% |
| Admin fee / account holder | $78 | $3,295-97.6% | $8,342-99.1% | $3,203-97.6% |