Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,583 | $72,177-79.8% | $115,037-87.3% | $59,632-75.5% |
| Participation rate | 64.6% | 72.6%-8.0pp | 81.4%-16.8pp | 68.7%-4.1pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $475 | $2,841-83.3% | $4,608-89.7% | $2,203-78.4% |
| Participant deferral / active EE | $1,204 | $4,783-74.8% | $6,026-80.0% | $3,192-62.3% |
| Admin fee / account holder | $174 | $4,927-96.5% | $8,175-97.9% | $4,297-95.9% |