Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,077 | $94,031-91.4% | $115,768-93.0% | $82,448-90.2% |
| Participation rate | 61.1% | 70.4%-9.3pp | 74.4%-13.3pp | 68.1%-7.0pp |
| Annual return | 22.47% | 20.61%+1.9pp | 100.46%-78.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,667 | $3,972-58.0% | $4,917-66.1% | $4,139-59.7% |
| Admin fee / account holder | $243 | $10,249-97.6% | $12,439-98.0% | $7,234-96.6% |