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 | $1,195 | $63,471-98.1% | $68,803-98.3% | $66,949-98.2% |
| Participation rate | 9.5% | 60.0%-50.5pp | 69.0%-59.5pp | 69.8%-60.3pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $145 | $2,946-95.1% | $3,942-96.3% | $4,239-96.6% |
| Admin fee / account holder | $184 | $578-68.2% | $4,936-96.3% | $594-69.1% |