Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,784 | $80,985-94.1% | $96,576-95.0% | $75,181-93.6% |
| Participation rate | 48.3% | 71.8%-23.5pp | 76.0%-27.7pp | 67.2%-18.9pp |
| Annual return | 33.32% | 27.05%+6.3pp | 25.87%+7.5pp | 160.69%-127.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,750 | $3,929-55.5% | $4,851-63.9% | $4,126-57.6% |
| Admin fee / account holder | $168 | $6,719-97.5% | $8,253-98.0% | $5,650-97.0% |