Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,555 | $123,478-86.6% | $216,567-92.4% | $94,015-82.4% |
| Participation rate | 0.0% | 75.1%-75.1pp | 81.6%-81.6pp | 70.8%-70.8pp |
| Annual return | 20.35% | 23.61%-3.3pp | 12.94%+7.4pp | 17.84%+2.5pp |
| Employer contribution / active EE | $1,048 | $3,136-66.6% | $5,216-79.9% | $2,790-62.4% |
| Participant deferral / active EE | $1,992 | $4,556-56.3% | $6,191-67.8% | $4,249-53.1% |
| Admin fee / account holder | $184 | $12,753-98.6% | $21,981-99.2% | $8,951-97.9% |