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 | $15,410 | $72,404-78.7% | $110,243-86.0% | $64,173-76.0% |
| Participation rate | 8.7% | 73.3%-64.6pp | 79.8%-71.1pp | 69.6%-60.9pp |
| Annual return | -6.43% | -6.29%-0.1pp | 314.76%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $52 | $3,469-98.5% | $4,672-98.9% | $3,470-98.5% |
| Admin fee / account holder | $28 | $5,664-99.5% | $8,548-99.7% | $4,887-99.4% |