Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,906 | $58,848-96.8% | $88,179-97.8% | $82,637-97.7% |
| Participation rate | 62.2% | 57.9%+4.3pp | 69.1%-6.9pp | 68.1%-5.8pp |
| Annual return | 16.13% | 22.76%-6.6pp | 64.97%-48.8pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $266 | $3,124-91.5% | $4,614-94.2% | $4,126-93.6% |
| Admin fee / account holder | $115 | $4,795-97.6% | $7,673-98.5% | $7,339-98.4% |