Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,997 | $76,696-88.3% | $96,515-90.7% | $71,511-87.4% |
| Participation rate | 4.1% | 66.6%-62.5pp | 74.3%-70.3pp | 67.9%-63.9pp |
| Annual return | 27.11% | 48.32%-21.2pp | 35.73%-8.6pp | 28.86%-1.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $161 | $3,770-95.7% | $4,880-96.7% | $4,291-96.3% |
| Admin fee / account holder | $27 | $2,030-98.7% | $6,735-99.6% | $1,588-98.3% |