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 | $3,130 | $47,944-93.5% | $67,834-95.4% | $62,881-95.0% |
| Participation rate | 24.1% | 61.1%-36.9pp | 68.8%-44.7pp | 69.3%-45.2pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $282 | $1,562-81.9% | $2,403-88.3% | $2,281-87.6% |
| Participant deferral / active EE | $461 | $2,247-79.5% | $3,160-85.4% | $3,203-85.6% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |