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 | $2,815 | $69,444-95.9% | $92,985-97.0% | $87,485-96.8% |
| Participation rate | 51.7% | 63.3%-11.6pp | 69.5%-17.8pp | 68.9%-17.2pp |
| Annual return | 27.69% | 23.85%+3.8pp | 27.99%-0.3pp | 26.06%+1.6pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $815 | $3,364-75.8% | $4,377-81.4% | $4,274-80.9% |
| Admin fee / account holder | $57 | $6,137-99.1% | $9,463-99.4% | $7,775-99.3% |