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 | $18,610 | $89,370-79.2% | $141,197-86.8% | $72,976-74.5% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-8.0pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,093 | $3,115-64.9% | $4,736-76.9% | $2,440-55.2% |
| Participant deferral / active EE | $1,532 | $5,419-71.7% | $6,710-77.2% | $3,608-57.5% |
| Admin fee / account holder | $201 | $5,957-96.6% | $10,265-98.0% | $5,124-96.1% |