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 | $4,227 | $39,162-89.2% | $100,671-95.8% | $59,633-92.9% |
| Participation rate | 48.1% | 55.9%-7.7pp | 70.7%-22.6pp | 68.7%-20.5pp |
| Annual return | -0.71% | 21.07%-21.8pp | 20.43%-21.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $522 | $1,992-73.8% | $3,144-83.4% | $3,192-83.6% |
| Admin fee / account holder | $174 | $2,969-94.1% | $4,850-96.4% | $4,297-95.9% |