Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,610 | $67,602-96.1% | $82,312-96.8% | $70,126-96.3% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.9%-17.6pp | 69.5%-10.3pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $750 | $1,755-57.3% | $2,428-69.1% | $2,343-68.0% |
| Participant deferral / active EE | $989 | $2,987-66.9% | $3,706-73.3% | $3,332-70.3% |
| Admin fee / account holder | $29 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |