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 | $9,655 | $98,760-90.2% | $149,715-93.6% | $79,858-87.9% |
| Participation rate | 30.6% | 75.8%-45.2pp | 82.5%-51.9pp | 69.6%-39.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $619 | $3,217-80.7% | $4,645-86.7% | $2,471-74.9% |
| Participant deferral / active EE | $1,984 | $5,681-65.1% | $6,842-71.0% | $3,740-47.0% |
| Admin fee / account holder | $11 | $6,053-99.8% | $9,310-99.9% | $5,306-99.8% |