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 | $4,924 | $77,908-93.7% | $149,696-96.7% | $75,173-93.4% |
| Participation rate | 5.9% | 65.6%-59.7pp | 78.8%-72.9pp | 67.2%-61.3pp |
| Annual return | 31.99% | 31.73%+0.3pp | 134.46%-102.5pp | 160.72%-128.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $355 | $3,411-89.6% | $5,682-93.7% | $4,126-91.4% |
| Admin fee / account holder | $13 | $5,950-99.8% | $13,212-99.9% | $5,651-99.8% |