Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,678 | $65,027-89.7% | $90,970-92.7% | $79,852-91.6% |
| Participation rate | 20.6% | 61.6%-41.0pp | 69.0%-48.4pp | 69.6%-49.1pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.58%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $314 | $1,247-74.8% | $2,122-85.2% | $2,471-87.3% |
| Participant deferral / active EE | $917 | $2,512-63.5% | $3,373-72.8% | $3,740-75.5% |
| Admin fee / account holder | $222 | $4,535-95.1% | $5,960-96.3% | $5,306-95.8% |