Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,053 | $59,813-76.5% | $79,580-82.3% | $68,486-79.5% |
| Participation rate | 23.9% | 61.1%-37.2pp | 69.5%-45.6pp | 67.9%-44.0pp |
| Annual return | -12.14% | -12.30%+0.2pp | 0.15%-12.3pp | -7.85%-4.3pp |
| Employer contribution / active EE | $575 | $1,505-61.8% | $2,413-76.2% | $2,597-77.8% |
| Participant deferral / active EE | $1,016 | $3,024-66.4% | $3,985-74.5% | $4,028-74.8% |
| Admin fee / account holder | $279 | $4,835-94.2% | $6,835-95.9% | $5,404-94.8% |