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 | $3,354 | $78,682-95.7% | $109,188-96.9% | $85,851-96.1% |
| Participation rate | 35.5% | 68.3%-32.8pp | 75.9%-40.4pp | 69.3%-33.8pp |
| Annual return | 23.09% | 25.09%-2.0pp | 25.76%-2.7pp | 318.63%-295.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $751 | $3,468-78.3% | $4,654-83.9% | $3,952-81.0% |
| Admin fee / account holder | $19 | $5,470-99.6% | $6,755-99.7% | $6,261-99.7% |