Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,562 | $68,878-94.8% | $120,574-97.0% | $80,935-95.6% |
| Participation rate | 37.8% | 61.7%-23.8pp | 71.9%-34.1pp | 67.7%-29.8pp |
| Annual return | 15.04% | 23.67%-8.6pp | 107.42%-92.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $643 | $3,189-79.8% | $4,996-87.1% | $4,299-85.0% |
| Admin fee / account holder | $12 | $5,782-99.8% | $9,445-99.9% | $6,924-99.8% |