Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $840 | $58,275-98.6% | $81,844-99.0% | $80,935-99.0% |
| Participation rate | 65.7% | 63.5%+2.2pp | 72.4%-6.7pp | 67.7%-2.0pp |
| Annual return | 16.15% | 41.82%-25.7pp | 778.87%-762.7pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $255 | $3,285-92.3% | $4,323-94.1% | $4,299-94.1% |
| Admin fee / account holder | $85 | $4,749-98.2% | $7,355-98.8% | $6,924-98.8% |